Zevin Asset Management, LLC

Overview

Zevin Asset Management, LLC is an independent, SEC-registered investment advisor organized as an LLC and overseen by an individual owner. The firm has been registered with the SEC since 2012 and serves both individual/family and institutional clients. Its advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Zevin charges fees on a percentage-of-AUM basis and also uses hourly and other fee arrangements. The firm identifies equities as its primary preference and is an active ESG investor, incorporating environmental, social or governance considerations into its investment process. Zevin does not position itself as a capital allocator; instead, it relies on third-party managers for certain alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives