Benjamin Lovell, CFA, President, Zevin Asset Management, LLC

Overview

We believe the best way to make money for our clients is not to lose it. We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong, enduring companies.

Additional Information

Zevin Asset Management brochure

Locations

50 Congress St,
suite 1040
Boston, MA 02109

Contact Information

50 Congress St. Ste. 1040 Boston, Massachusetts, United States 02109-4010

phone: view phone(617)742-6666

fax: view fax(617)742-6660

website: www.zevin.com

Photos

Description

We believe that the best way to make money for our clients is not to lose it. Since no one can predict the future, our approach is to reduce risk by investing to minimize losses in a variety of possible poor markets. We are proud to compare the results we have achieved for our clients with this approach to investment managers that do not apply social screens. We are conscientious investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong and enduring companies. Our employee owned firm is made up of four women and four men managing approximately $335 million in socially responsible balanced and equity accounts. We have a long history of constructing portfolios specifically designed to meet both the financial and social value needs of both individuals and foundations.

Extra fields

1% for Community: No

Account Minimums: $15,000

Percent in SRI: 100%

SRI Services/Products Offered : Global Appreciation (Global SRI Equity)
Global Appreciation with Income (Global SRI Balanced)
Separately Managed Accounts for individuals and foundations
Wrap Accounts

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