Make Your Money Work for You

PARTNER WITH WEALTH AND RETIREMENT MANAGEMENT ADVISORS
WHO HELP ALIGN YOUR INVESTMENTS WITH YOUR VALUES

As a boutique investment firm, we are proud to offer a customized approach to wealth and retirement management with you at the center. Our experienced investment advisors are here to tailor your investments to your goals and walk you through your finances without the investment jargon. At the end of the day, our hope is that our clients rest easy knowing we are here to help them navigate important life events, from inheritance to retirement, as seamlessly as possible.

Meet our seasoned portfolio managers dedicated to your financial well-being:

Sustainability — the thread that binds us

Regardless of where you are in your financial journey, it’s never too late to make your money work for you — and that includes the issues that matter to you. In an investment sphere that is increasingly being “greenwashed,” Zevin Asset Management is the real deal. We are an authentic sustainable investment firm that has been practicing socially responsible investing for over two decades, long before it became a trend. Our goal is to help you closely align your investments with your values — like racial equity, human rights, and climate action — because they’re our values too. From our investment philosophy and process to the construction of our team, sustainability is essential to the fabric of our firm.

Naturally, investment advisors touting sustainability ought to first walk the talk. As a Certified B Corporation, Zevin Asset Management meets rigorous standards of social and environmental performance, accountability, and transparency. We strive to constantly improve, and our status as a B Corp is one metric by which we measure our progress and impact. Since we became a B Corp in 2014, we have been steadfast in raising Zevin Asset Management’s Overall B Impact Score, a measurement of our impact on workers, the community, environment, and our customers.

Advantages of working with a fee-only investment advisor

Above all, our job is to protect and grow your money. In fact, as a fiduciary firm, we are duty-bound to put your financial interests first. As an advisory firm, we are able to coach our clients with customized accounts through any number of financial situations; whether you’re navigating an inheritance, buying a house, planning charitable giving, or preparing for retirement, we can help. Financial planning can be stressful, so why take it on without a guide? Let our dedicated team of expert wealth and retirement management advisors worry about your investments so you don’t have to — it’s what they do.

Who We Serve

Our Investment Philosophy & Process

We accept the unpredictability of financial markets, and accordingly we aim to find the optimal balance of safety and growth. In pursuit of this, we evaluate economic conditions and analyze industry trends worldwide. We then identify quality companies globally with promising prospects, while considering environmental and social issues that may help a company thrive or hurt its sustainability.

We analyze economic trends, company fundamentals and valuations, and changing client circumstances to determine optimal asset allocation for each client. By selecting individual securities, we aim to control the quality of and risk in portfolios and avoid additional layers of investment fees.

We firmly believe that careful consideration of a multitude of risks is not only a prudent approach, but also the best means to deliver competitive performance over the long term.

Services We Offer

For accounts greater than $1 million, we create tailored portfolios that incorporate clients’ investment goals and values, including the services listed below. We also offer limited services to clients whose accounts total less than $1 million. Please contact us for more details.

• Quarterly performance letters

• Updates on advocacy activities

• Periodic investment commentaries

• Proxy voting

Next steps

Here’s what you can expect once you contact us:

1. We will schedule a short phone or video conversation to answer any questions.

2. If things look promising, we’ll meet again however is most convenient for you for a more in-depth discussion. If it’s helpful, we’ll go through your current investments and see where we can add value.

3. We are always happy to welcome you to our office if you are local to Boston, but we have clients all over the country. We know change can be stressful, so we try to make the transition process as seamless as possible.

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