Boston, MA Two Financial Center Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Trillium Asset Management
Multi-team
Firm-wide stats for Trillium Asset Management
About
Trillium serves individuals (including high–net‑worth clients), trusts, pension and profit‑sharing plans, charitable institutions, foundations, endowments, and other institutional clients, providing discretionary portfolio management across equity, fixed‑income, and balanced strategies as well as model portfolios for SMA/UMA platforms and participation in wrap programs. The firm also manages accounts implemented through mutual funds and pooled vehicles and provides quarterly reporting to separately managed accounts.
The firm’s investment process centers on integrated ESG research combined with fundamental, bottom‑up financial analysis and risk controls; strategies use exclusionary business screens (for example, certain fossil fuel and controversial industries), thematic sustainable portfolios, and active ownership, including a dedicated proxy‑voting and advocacy program. Fixed‑income work similarly integrates ESG and credit research, while portfolio construction emphasizes stock selection, tracking error limits, and defined sell disciplines.
Compared with many multi‑team peers, Trillium serves as a sub‑adviser to registered funds (for example, the Trillium ESG Global Equity Fund and Trillium ESG Small/Mid Cap Fund), advises a private fund of funds for which an affiliated general partner acts as sponsor, and manages pooled investment vehicles — roles that are statistically uncommon for firms its size. The firm also publishes newsletters/periodicals, offers community investment products (including promissory notes and certain CDs that it prices at par for reporting), and focuses on investment management rather than providing comprehensive financial planning.
Based on Trillium Asset Management
Expertise
Based on Trillium Asset Management
Location
Two Financial Center, 60 South St., Suite 1100
Boston MA 02111
Advisors at this office
2
Advisors at this office
Cheryl S
CFA®, Series 63, Series 65
Boston, MA
Trillium Asset Management
Cheryl Smith is a CFA® charterholder with 28 years of industry experience, currently serving at Trillium Asset Management since 1997. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Trillium Asset Management provides discretionary portfolio management to a diverse client base including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and active ownership, offering equity, fixed-income, and balanced strategies while also acting as sub-adviser to registered and non-U.S. funds and advising a private fund of private funds.
Alexander J
CFP®, Series 63
Boston, MA
Trillium Asset Management
Alexander Jovanovic is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Trillium Asset Management in Boston, MA since 2013. He holds the Series 63 designation. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental investment approach integrated with ESG research and active ownership, offering equity, fixed-income, and balanced strategies across various platforms and serving as sub-adviser to registered and non-U.S. investment companies.
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