Zevin Asset Management, LLC.
» Financial -- Social Investment Research & Shareholder Activism (32)
Overview
50 Congress St. Ste. 1040 Boston, Massachusetts, United States 02109We believe the best way to make money for our clients is not to lose it. 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.
phone: view phone(617)742-6666
phone 2: view phone
fax: view fax(617)742-6660
website: http://www.zevin.com
e-mail: send an e-mail
Additional Information
Zevin Asset Management brochure
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
Wholesale Business: Yes | Retail Sales Business: Yes | B2B Sales Business: No | Online Sales Business: No | Mail Order Business: No | National Green Pages Sponsor: No | Green Business Network Leader: No
Locations
50 Congress St,
Suite 1040
Boston, MA 02109
Extra fields
1% for Community No
Account Minimums $15,000
Percent in SRI 100%
SRI Services/Products Offered Global SRI equity portfolios (Global Appreciation)
Global SRI balanced portfolios (Global Appreciation with Income)
Separately Managed Accounts
Wrap programs
Photo Gallery
