Nationally Recognized Investment and Financial Management Expertise
Progressive offers investment recommendations and portfolio management through nationally recognized investment management programs with a proven track record of solid performance.
Together with you, we carefully evaluate your current financial status, your short-and long-term goals, and the amount of risk you are comfortable with. Then, based on that information, the optimum financial and investment strategies are recommended to meet your goals within your timetable. And through our management programs, we are able to offer you a complete choice of products and services to implement those strategies easily and cost effectively.
National Buying Power and "Wholesale" Prices Investments purchased through Progressive are more cost effective because our customers obtain "institutional prices on our managed portfolios". That means our customers pay the same prices that banks and brokerage houses pay, without an additional mark-up for each transaction. Also, the price for each transaction is lower, because we buy as part of a national buying group. Institutional rates and national buying power-we pass these savings along to our clients ---That's Progressive.
Extensive Investment Choices Once your financial strategy and needs are defined, choosing the right investments is the next step. Investing through Progressive means almost no limits on your choices-we screen thousands of mutual funds (virtually every SEC-registered mutual fund in the country). Individual stocks and bonds are also available.
Complete Range of Retirement Plan Services If your strategy calls for a retirement plan, think Progressive. We offer a full range of tax-favored vehicles-and the one-stop convenience of handling all the implementation and maintenance paperwork as well.
When you're ready to begin, a Progressive investment management and trust consultant is available at your convenience to help you take charge of your personal financial and investment future. Now that's Progressive financial solutions!
Please do not include any sensitive information such as account numbers or service requests on email. This email should only be used for general questions or comments.
Personal Investment Management and Trust Services
- Asset Management
- Wealth Management and Estate Planning
- Custodial Services
- Trust and Fiduciary Services
- Living Trusts
- Charitable Remainder Trusts
- Testamentary Trusts
Investment products are not FDIC insured, and are not obligations of or guaranteed by Progressive Bank or its affiliates. Investments are subject to market risk, including the possible loss of principal.