Established Expertise Progress Investment Management Company has over 29 years of experience serving sophisticated institutional investors with customized multi-manager investment strategies across public equity and fixed income asset classes, demonstrating a strong track record in risk management and diversification.

Diversity Focus The firm has a notable emphasis on minority ownership and leadership in asset management, as evidenced by its partnership with Kellogg to identify and support firms led by people of color, representing an opportunity for clients interested in diversity and inclusion strategies.

Growing Asset Base Managing approximately $6.5 billion in assets as of mid-2019, Progress appeals to large institutional investors seeking proven managers with a specialized focus on emerging and diverse managers, suggesting potential for scale and long-term investment partnerships.

Innovative Technology Use Utilizing advanced digital tools such as Microsoft Azure, Google Analytics, and Hotjar, the company exhibits a commitment to leveraging technology for data-driven investment insights, which could appeal to prospects with a focus on technological integration.

Niche Market Position As an independent, minority- and employee-owned SEC registered advisor competing with larger firms like BlackRock and Vanguard, Progress offers a specialized approach that may attract clients focused on tailored investments, diversity, and boutique service offerings.