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Mission statement

Progressive Portfolio Concepts was developed to form partnerships with our clients with the goal being to develop customized wealth management plans which exceed client objectives. An intrinsic part of our investment strategy is driven by our belief that well run organizations, with responsible corporate governance, which treat their employees and society at large with prudence and respect, are well positioned to outperform client expectations.


Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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Latest Insights

Couple looking over city

State of economic play

More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.

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