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Zevin Asset Management’s Partnership with Folio

When you invest with Zevin Asset Man­age­ment through our part­ner­ship with Foliofn Invest­ments (Folio), you have your own port­fo­lio of stocks and fixed-​income secu­ri­ties. Depend­ing on your needs and objec­tives, your account mir­rors one of three Zevin Asset Man­age­ment port­fo­lios, selected based on your indi­vid­ual invest­ment goals. Unlike a mutual fund, the stocks in your Folio account are owned directly by you and are reg­is­tered in your name while we make invest­ment deci­sions on your behalf.

The secu­ri­ties cho­sen for your account are based on our research into how stocks, bonds, and other assets may per­form in var­i­ous eco­nomic and mar­ket sce­nar­ios. We deter­mine how assets should be allo­cated among sec­tors and regions to reduce risk, and then select indi­vid­ual secu­ri­ties. Through­out this process we apply our prin­ci­ples of socially respon­si­ble investing.

While Zevin Asset Man­age­ment will be your pri­mary point of con­tact, Folio will be your cus­to­dian and main­tain sep­a­rate and inde­pen­dent records of all impor­tant account infor­ma­tion and pro­vide online access to state­ments, con­fir­ma­tions, tax doc­u­ments, and trans­ac­tion his­tory. Your account will not be sub­jected to any lock-​ups; you will have full flex­i­bil­ity to add or with­draw money from your account at any time.

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.

Fees

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: