CRD: 107777
Progressive Investment Management Corporation
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- Custodian
- Broadridge · Charles Schwab & Company · State Street
- Clients
- Retail and Institutional
- Platforms
- CatalystVertex ember
- Established Date
- 07-29-1987
- Office Locations
- 2
Office Locations
About Progressive Investment Management Corporation
Progressive Investment Management Corporation is an Oregon-based registered investment adviser providing discretionary asset management and portfolio construction for retail and institutional clients. The firm emphasizes values-based investing, with an ESG/socially responsible tilt supported by active asset allocation. Portfolios are implemented largely with ETFs alongside meaningful municipal-bond exposure, and the team works across platforms such as Envestnet/Tamarac.
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Owner & Executives
BRYCESON ROBERT CHARLTON
DIRECTOR OF INVESTMENTS, Financial Advisor, INVESTMENT ADVISOR
- CRD
- #6293104
- Ownership
- Less than 5%
CARSTEN MICHAEL HENNINGSEN
Advisor, Owner
- CRD
- #1571524
- Ownership
- Less than 5%
Atlas element
Ridge vertex
- CRD
- #77091
- Ownership
- 23.3%
Showing 2 of 3 owners & executives
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DIANA JEAN KASPIC
Investment Advisor
- CRD
- #2490711
Cameron Stacey Roberts
--
- CRD
- #5781974
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $758,314,156 | $1,603,201 |
| Non-Discretionary | $0 | -- |
| Total | $758,314,156 | $1,603,201 |
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Separately Managed Accounts
Total SMA Asset: $758,314,156
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,408,243,510 | 31.6% |
| Municipal Bonds | $754,481,353 | 9.9% |
| Public Funds | $1,333,679,159 | 17.5% |
| Cash | $1,188,879,708 | 15.6% |
| Other | $1,036,459,232 | 13.6% |
| U.S. Government/Agency | $899,280,805 | 11.8% |
| Total | $7,621,023,767 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH EAGLE | VERTEX EMBER | 7R7AZIO8I | JQC | 3.04% | $70,217,490 |
| VALUE SIGNAL ATLAS | QUANTUM CAPITAL | HR20CU6GP | QPYCA | 3.86% | $23,031,647 |
| UNISON FOCUS SUMMIT | FRONTIER GLACIER | WNYNN2DEE | FCQG | 9.12% | $78,833,248 |
| LEGACY VALUE FOUNDATION | VECTOR EAGLE | Z2W3V2VHX | SGO | 10.06% | $36,670,732 |
| VERTEX MERIDIAN EAGLE | EAGLE FOCUS | OLR8TNUQS | ERXJI | 5.16% | $84,192,644 |
| FRONTIER TIMBER | INSIGHT SIGNAL | 1MJS41RUO | ELDLU | 10.50% | $24,986,794 |
| LEGACY SIGNAL FOUNDATION | EAGLE MATRIX | HEF7554CF | JBYUQ | 3.82% | $7,644,658 |
| VITAL SIGNAL | BEACON CATALYST | MSMDGA6XE | GZXTO | 1.04% | $71,452,253 |