Updated:
Progressive Investment Management
Progressive Investment Company is an SEC-registered investment adviser in LAKE OSWEGO, OR, since 1988. The firm manages approximately $758 million in assets.
Progressive Investment Management
Progressive Investment Company is an SEC-registered investment adviser in LAKE OSWEGO, OR, since 1988. The firm manages approximately $758 million in assets. It has 8 employees and 4 investment advisers.
General information
Firm type
RIA
Year founded
1982
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lake Oswego, Oregon, United States
Additional offices
Eugene, Oregon, United States
Principals
Carsten Henningsen
Founder / Investment Advisor
Bryceson Charlton
Director of Investments / Investment Advisor
Sector focus
Frequently asked questions
Who makes investment decisions at Progressive Investment Management?
Bryceson Charlton, CFA, serves as Director of Investments and oversees portfolio management. He leads the investment team in executing the firm's long-term strategy. Carsten Henningsen remains involved as founder and investment advisor (per the firm's website).
Is Progressive Investment Management a single-family office?
No. Progressive is a fee-only Registered Investment Advisor serving multiple clients, not a family office. It manages assets for individuals, families, and organizations, but does not publicly disclose a single-family ownership structure.
How does Progressive integrate environmental and social factors?
The firm applies environmental, social, and governance (ESG) criteria to all investment decisions across asset classes. It launched the Portfolio 21 global equity strategy in 1999 specifically to target companies with improved environmental sustainability. The firm's B Corp certification reinforces its commitment to social and environmental standards.
What investment stages does Progressive target?
Progressive manages public market portfolios across equities and fixed income. It does not appear to engage in venture capital, private equity direct deals, or hedge funds. The focus is on public securities with ESG integration.
Does Progressive participate in private investments or co-investments?
The firm's website describes a focus on public equities and fixed income. There is no indication of private investment activity, fund commitments, or co-investments in private companies. Its model is traditional asset management with ESG overlay.
Where does the underlying wealth at Progressive come from?
Progressive does not disclose the source of its clients' wealth. The firm serves a range of clients — individuals, families, organizations — but does not attribute its AUM to any specific family or fortune.
How does Progressive's fee structure work?
Progressive is a fee-only fiduciary. It does not sell financial products or receive commissions. Fees are based on assets under management, aligning the firm's interests with client outcomes (per the firm's website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: