We understand that your investments represent your hopes for the future. We can help you explore how they can be harnessed to actively build that future through positive social impact. All portfolios are available fossil‐fuel free and we can also work in partnership with your existing advisor or consultant.
Our expectation is to do better than the corresponding benchmark when it is falling and to do somewhat worse when it is rising. This is because we seek to avoid the risk of losses even at the expense of making more in good markets.
For accounts greater than $1M, we offer a customized portfolio in a separately managed account with a dedicated portfolio manager. We create individual portfolios to fit your financial onjectives and social values.
Our separately managed accounts are invested in a mixture of global equities, bonds and cash. After in-depth discussions with our clients, we tailor their portfolios to their risk profiles, time horizon, income requirements, and social guidelines.
Please contact Sue Kazanas (firstname.lastname@example.org) or 617–742-6666 x309 to discuss your needs.
For accounts between $50,000 and $1,000,000, Zevin has partnered with Foliofn Investments to provide model portfolios. These are also separately managed accounts but are not able to be customized. These accounts use our same investment process and invest in most of the same securities as our larger accounts.
For more information, view our full description of Folio accounts. If you are ready to get started, click the button below to begin the secure account opening process at Folio online.