Business Details
44 Years
experience
Values-Driven ESG Investment Solutions
Progressive Investment MGMT was founded in 1982 with a mission to integrate environmental and social values into investment practices. Our firm specializes in ESG (Environmental, Social, and Governance) investing, helping clients build portfolios that align with their ethical principles while pursuing financial goals. We maintain a certified B Corp status, reflecting our commitment to high standards of social and environmental performance. Our team of experienced professionals provides personalized investment strategies, including equity, fixed income, and community investing options.We prioritize transparency, long-term client relationships, and continuous improvement in our operational practices. Through shareholder advocacy and community development initiatives, we strive to create measurable positive impacts beyond financial returns. Our services extend to individuals, families, and organizations nationwide, supported by a secure client portal and comprehensive reporting tools.
Services
Equity Strategy
Fixed Income Strategy
Community Investing
Portfolio Management
ESG Consulting
Client Reporting
Shareholder Advocacy
Details
- Year established: 1982
Highlights and features
- Pioneers in ESG investing since 1982 with proven expertise
- Certified B Corp demonstrating environmental and social commitment
- Personalized investment strategies aligned with client values
- Active shareholder advocacy for corporate responsibility
- Community development initiatives with measurable impact
Associations and certifications
- B Corp
What people say
Values-driven investing
Personalized approach
Expert team
Positive impact
B Corp certified
Services
Equity Strategy
Our Equity Strategy incorporates environmental, social, and governance criteria into investment selection. We invest in companies demonstrating ethical practices and environmental stewardship through individual stocks and ETFs. This approach helps clients build portfolios aligned with their values while pursuing long-term growth opportunities in sustainable businesses.
Fixed Income Strategy
The Fixed Income Strategy focuses on municipal bonds supporting public projects like education and renewable energy. These investments generate steady income while creating positive community impact through infrastructure development and affordable housing initiatives. Portfolios are tailored to meet clients' financial goals and ESG preferences.
Community Investing
Our Community Investing Strategy directs capital toward economic development projects in underserved communities. This includes small business support, healthcare access, and regenerative agriculture initiatives. Clients can create tangible local impact while maintaining competitive financial returns through carefully selected community development banks and loan funds.
Portfolio Management
We provide comprehensive portfolio management services with quarterly reporting and market updates. Our team monitors investments daily, implements trades across asset classes, and ensures alignment with clients' financial goals. The approach combines rigorous ESG research with personalized adjustments to maintain optimal portfolio performance over time.
ESG Consulting
Our ESG consulting services help clients navigate environmental and social investment criteria. We offer shareholder advocacy support, corporate policy analysis, and impact measurement tools. The service includes ongoing exploration of new ESG factors and customized strategies to enhance clients' philanthropic and community investing efforts.
People
Carsten Henningsen
Founder / Investment Advisor
Founded Progressive in 1982 with a focus on social and environmental investing. Led the launch of Portfolio 21 in 1999. Served on multiple sustainability advisory boards and co-founded a nonprofit with climate education programs.
Bryceson Charlton
Director of Investments
CFA charterholder leading investment strategy since 2015. Specializes in making complex ESG topics accessible to clients. Guides portfolio management with focus on long-term goals and market dynamics.
Diana Kaspic
Fixed Income Portfolio Manager
Manages fixed income strategies with 30+ years of institutional trading experience. Oversees bond portfolios aligned with ESG goals. Plays key role in advancing environmental and social criteria across investments.
Amanda Plyley
Director of Operations
Ensures operational efficiency since 2018. Maintains B Corp certification and drives environmental initiatives. Brings 25+ years of financial industry experience in operations and compliance.
Lauren Ward
Client Services Manager
Leads client services team with environmental studies background. Coordinates with tax and legal advisors to integrate investments with broader financial plans. Focuses on personalized support and process improvement.
Questions
What is ESG investing?
ESG investing integrates environmental, social, and governance factors into investment decisions to create positive impact alongside financial returns.
How do you select investments?
We apply rigorous ESG criteria, shareholder advocacy, and community impact analysis to select companies with strong sustainability practices and ethical governance.
Are you a certified B Corp?
Yes, we achieved B Corp certification in 2021, meeting highest standards for social and environmental responsibility.
What services do you offer?
We provide equity, fixed income, and community investing strategies, portfolio management, ESG consulting, and personalized financial planning support.
How do you measure impact?
We track ESG metrics, community development outcomes, and shareholder resolutions while providing quarterly impact reports to clients.
Do you work with nonprofits?
Yes, we offer reduced fee services to nonprofit clients and support community development initiatives through our investment strategies.
