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About Zevin Asset Management

For over 25 years, Zevin Asset Management has helped non-profits look after their investments with customized socially responsible portfolios.  We acknowledge the unpredictability of financial markets and we understand that financial markets don’t exist in isolation from social or environmental challenges. The firm’s investment philosophy and process are deeply rooted in the belief that less risk leads to better returns over time.  We also help educate boards and trustees about finance and investments and assist them with investment policy statements.  We are a B Corp, 100% employee-owned and a majority women-owned firm.
Service Region
  • Berkshires
  • Cape & Islands
  • Central
  • Greater Boston
  • Metrowest
  • Northeast
  • Pioneer Valley
  • Southeast
Keywords
  • Wealth Management
  • Capital Preservation and Growth
  • Socially Responsible Investing
  • Financial Planning
  • Custom Investment Portfolios
  • ESG
Core Competencies
  • Wealth Management
  • Capital Preservation and Growth
  • Socially Responsible Investing
  • Financial Planning
  • Custom Investment Portfolios