Zevin Asset Management

Specialties

Zevin Asset Management is committed to serving our institutional and individual clients’ financial needs with competitive financial results. We believe that the best way to make money for our clients is not to lose it. We are proud to compare the results we have achieved for our clients with this approach to investment managers that do not apply social screens. We are conscientious investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong and enduring companies. Our employee owned firm is made up of seven women and four men managing approximately $ 450 million in socially responsible balanced and equity accounts. We have a long history of constructing portfolios specifically designed to meet both the financial and social value needs of both individuals and foundations.

Our clients invest between $ 50,000 to $ 20 million with us. Will you join us?

History

Established in 1997.

Our employee-​owned firm has been built in order to perpetuate the unique investment and social investing approaches pioneered by Robert Zevin over the last four decades. Our growth has mainly been driven by client referrals which have kept us from being a large, bureaucratic organization of overly specialized people with slow, unimaginative responses to financial markets and client needs. We strive to preserve the flexibility and open mindedness that is essential to good investing and responsiveness to clients. Our firm is also differentiated by a depth of sincerity of commitment by its employee owners to social change causes.

Our focus on our clients fundamentally shapes our business model and our investment philosophy. We believe the median investment manager has persistently trailed appropriate benchmarks by taking excessive risks more commensurate with its incentives rather than the clients’ objectives.

Meet the Manager

Sonia K.

Manager

Sonia directs our efforts to be actively responsible investors regarding important social and environmental issues, proxy voting policies, and shareholder dialogues as well as managing marketing and ongoing client-​relations.