A complete list of active advisors currently associated with Zevin Asset Management, LLC

Warmer can help you find a great advisor at Zevin Asset Management, LLC or one who fits your needs even better.

Zevin Asset Management provides discretionary portfolio management and related financial planning and consulting to individuals, trusts, non-profits, foundations, and institutional accounts, with an emphasis on clients seeking socially responsible investment strategies. Accounts are managed on a customized basis using individual securities, and the firm also offers non‑customized model strategies that clients can access through third‑party platforms. The firm follows a long‑only, bottom‑up investment process that emphasizes large global companies with consistent revenue and earnings growth, high returns on equity and attractive valuations, with ESG analysis integrated at each step. ZAM applies product and services screens (excluding industries such as fossil fuel extraction, weapons, tobacco and others) and reports portfolio results to clients regularly, providing quarterly summaries that compare performance to appropriate benchmarks. What is distinctive for a firm of this size is its role as a model manager on multiple third‑party platforms (including a program offered through Goldman Sachs and similar programs at Pershing, Charles Schwab, Adhesion Wealth Advisor Solutions, and The Trust Company of Toledo), where investors can subscribe to firm‑managed models with limited customization and separate fee arrangements. The firm also documents use of third‑party research and a third‑party proxy‑voting vendor and provides systematic performance reporting to clients, operational features that are less common among comparable team firms.

To learn more about the advisors currently working at Zevin Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.