Zevin Asset Management has been providing wealth advisory and institutional asset management services since 1997. They specialize in socially responsible investing, integrating sustainability into their professional investment management approach. The firm caters to a diverse range of clients including individuals, families, religious institutions, and non-profits.

Social responsibility is at the core of Zevin Asset Management's values. They hold themselves to high standards, mirroring their expectations for the companies they invest in. Notably, the firm is 100% employee-owned with a majority of the ownership and leadership positions held by women.

To promote equity within their team, Zevin Asset Management gifts share issuances to all tenured staff, challenging the common industry practice of exclusive ownership. Zevin Asset Management is committed to diversity and inclusion in investment management. They actively seek talent from diverse backgrounds to close the historical underrepresentation of women and people of color in the industry.

They believe that a diverse, inclusive workforce will enhance their ability to capitalize on market opportunities, spur innovation, and reinforce their commitment to social responsibility. The firm is a Certified B Corporation, meeting rigorous standards of social and environmental performance, accountability, and transparency. Zevin Asset Management consistently earns recognition for being one of the Best for the World companies within the Certified B Corporation community, emphasizing their dedication to serving clients and addressing social and environmental challenges.

Zevin Asset Management offers customized, separately managed accounts for active stock and fixed-income allocations, aiming for capital appreciation while minimizing risks. They also engage in shareholder advocacy, aligning advocacy efforts with their long-term investment philosophy. By publishing comprehensive impact reports, they showcase the positive influence they have achieved on behalf of their clients.

Located in Boston, Zevin Asset Management welcomes potential investors to join them in their mission. Detailed information about their investment approach and impact can be found on their website, along with resources like the Shareholder Advocacy Guide and the latest Impact Report. They can be contacted via phone or email, and their address is provided for those who prefer to reach out in person