Returns. Purpose. Partnership.
We believe investment management should deliver all three.
“Investing is never without impact. Whether you are conscious of it or not, no investment is neutral — and you can choose what kind of impact to make with your investments.”
—Sonia Kowal, President
Strong investment results are fundamental. But how your money is invested matters, too. Your portfolio can reflect your priorities. And as an investor, you can have a voice in the companies you are invested in.
For 30 years, we have managed portfolios for individuals, families, foundations, religious institutions, and nonprofits seeking to align their investments with both their financial goals and their values.
We don't ask you to choose between returns and impact. Our approach integrates both, alongside a partnership built on listening, engagement, and long-term commitment.
We are engaged investors, who believe that ownership comes with a voice.
How We Invest
Every portfolio begins with your financial objectives, risk tolerance, time horizon, and income needs. From there, we build and actively manage diversified portfolios across public equities and fixed income. Our research integrates rigorous financial analysis with environmental, social, and governance factors—not as separate layers, but as core to understanding company durability and risk.
Our investment team conducts its own research rather than relying on third-party ratings. We evaluate companies with a long-term perspective, make deliberate decisions about what we own and why, and actively engage with the companies in your portfolio through voting and shareholder advocacy.
Why Zevin
We hold ourselves to the same standards we expect from the companies in our portfolio. Here's what sets us apart.
Years in ESG Investing
Certified B Corporation
Employee-Owned, Majority Women-Led
Our Approach
Independent Thinking
We don't follow consensus. We conduct our own research, ask hard questions, and form independent judgments about ESG risks and opportunities.
Active Ownership
We don't just screen and divest. We engage directly with companies, file shareholder resolutions, and work to catalyze meaningful change.
Long-Term Focus
We think in decades, not quarters. This long-term perspective shapes how we evaluate risk and identify durable competitive advantages.
How we work
We actively own every company in your portfolio. That means we vote at shareholder meetings. We file resolutions. We speak directly to boards. We do this through three levers that work together.
Public Policy Action
Company-by-company engagement has limits. We also push for systemic change. We testify for Clean Slate bills. We organize coalitions.
Shareholder Advocacy
We send letters to management. We request meetings. We file shareholder resolutions for a vote at annual meetings. The point isn't the filing—it's the change. We measure outcomes, not press releases.
Proxy Voting
Every proxy vote is a signal to management and boards. We update our voting policies every year to reflect emerging risks. We vote against directors at companies that fail basic governance standards.
Shareholder Advocacy Highlights
Our engagement strategy evaluates portfolio companies' impacts on climate change, racial and economic justice, and overall ESG issues. Since filing our first shareholder proposal in 2009, we have engaged numerous companies and policy makers, and filed dozens of proposals seeking social and environmental change.
Alphabet / Google
Amazon
Home Depot
In the News
August, 2026
What does the growing "Sell America" trade mean for investors? This month's investment update examines the geopolitical forces reshaping global capital flows.
May, 2026
Zevin's 2026 Impact Report documents two years of shareholder advocacy — resolutions filed, engagements pursued, votes cast, and outcomes across climate, human rights, governance, and corporate accountability.
July, 2026
The first few months of 2026 have been bumpy for global markets, driven by a complicated mix of global tensions and economic news.
June, 2026
Technology companies touch nearly every dimension of human life, and with that scale comes outsized potential for harm, and an equally outsized obligation to account for it.
Invest With Us
Individuals & Families
Direct investment management. Your portfolio, your values, real outcomes.
Religious Institutions & Foundations
Faith-aligned investment with fiduciary strength and shareholder power.
Institutional Investors & Advisors
Composite strategies, sub-advisory models, and advisor support.
Ready to Get Started?
Contact Us
We'll help you understand how active ownership works for your specific situation.