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.

Sep­a­rately Man­aged Accounts

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 objec­tives 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 Sonia Kowal (invest@​zevin.​com) or 617742-6666 x308 to dis­cuss your needs.

Model Port­fo­lios at Foliofn

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.