Zevin Asset Management’s Partnership with Folio

Zevin Asset Man­age­ment, LLC has part­nered with Foliofn Invest­ments (“Folio”), an inno­v­a­tive online bro­ker­age com­pany, to allow us to offer two invest­ment strate­gies to smaller clients.

Folio accounts use the same invest­ment process and invest in most of the same secu­ri­ties as our larger accounts, how­ever ETFs and ADRs are used in place of indi­vid­ual bonds and inter­na­tional stocks. These strate­gies have the same objec­tives of min­i­miz­ing losses when mar­kets fall while attempt­ing to pro­duce healthy returns in appre­ci­at­ing markets.

At Folio, each account mir­rors one of two Zevin Asset Man­age­ment model port­fo­lios: a Global Appre­ci­a­tion strat­egy (which has a global equity bench­mark) or a Global Appre­ci­a­tion with Income strat­egy (which has a global bal­anced account bench­mark). The secu­ri­ties cho­sen for our model port­fo­lios are based on our research into how stocks, bonds and other assets might per­form in dif­fer­ent eco­nomic or mar­ket sce­nar­ios, just as in our larger accounts. We then deter­mine how the assets should be allo­cated among dif­fer­ent sec­tors and regions to reduce risk, and then which indi­vid­ual secu­ri­ties to use. Both model port­fo­lios will diver­sify into other asset classes, such as bonds or cash, when we feel stocks are over­priced or risky for other rea­sons A port­fo­lio will typ­i­cally con­tain between 30 and 60 secu­ri­ties, with a por­tion designed for pro­tec­tion in the worst outcomes.

Folio clients do not have cus­tomized port­fo­lios and can only invest in one or both of the two mod­els. Addi­tion­ally, Folio clients are not pro­vided with cus­tomized invest­ment advice on their port­fo­lio or broader finan­cial cir­cum­stances. We part­ner with other finan­cial plan­ners and advi­sors who offer this service.

About Folio

FOLIOfn Invest­ments, Inc. (Folio), was founded in 1999 by a for­mer Com­mis­sioner of the U.S. Secu­ri­ties and Exchange Com­mis­sion (“SEC”). Folio pro­vides cus­tody and bro­ker­age ser­vices for bil­lions of dol­lars of investor assets. As your bro­ker, Folio main­tains sep­a­rate and inde­pen­dent records of all impor­tant account infor­ma­tion and pro­vides online access to state­ments, con­fir­ma­tions, tax doc­u­ments, and trans­ac­tion history.


Zevin Asset Man­age­ment fee: 1.00%
Folio cus­to­dial & trad­ing fee: 0.2% (Min­i­mum $100 per client)
Min­i­mum account size: $50,000

To learn more about our strate­gies through Foliofn, please con­tact Sonia Kowal (invest@​zevin.​com or 617742-6666 x309), or click the but­ton below if you are ready to invest with us: