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Make it stand out Sonia Kowal President https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304418595-Y2764RP0BRQ7FCSN7L3B/Chris+Harris.jpg Who We Are - Make it stand out Christopher Harris Client Portfolio Manager https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304424113-U6SBMWYF0ZOL9R45O4L9/Steven+Dray.jpg Who We Are - Make it stand out Steven Dray, CFA, CFP® Chief Investment Officer, Senior Portfolio Manager https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304423294-69F7507GF6U24VF4IWGM/Phil+Hergel.jpg Who We Are - Make it stand out Philip Hergel Senior Quantitative Analyst https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/352d7dfe-eeb2-480c-8b98-6c4f6265ac96/Cate+Faddis.jpg Who We Are - Make it stand out Cate Faddis, CFA, CPA Senior Portfolio Manager https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/3c67311e-8439-4fba-820a-ee75ba7959cf/Max+El-Sokkary.jpg Who We Are - 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Make it stand out Brian Swope Securities Trader, Data Specialist https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304421219-RQCVG3OJH9S1K65MAIV1/Mike+McHugh.jpg Who We Are - Make it stand out Michael McHugh Portfolio Administrator https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304421922-50BL0DREF7UJVE2BXCMX/Nita+Sunder.jpg Who We Are - Make it stand out Nita Sunder Client Relationship Manager https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/cd75fa3e-1395-48bb-90b1-daaa842481fe/Katie+Mahoney.jpg Who We Are - Make it stand out Katie Mahoney Client Relationship Associate https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/559d6fea-f2ca-4423-aa9b-d751ccad424c/Diversity+Chart.png Who We Are - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.zevin.com/invest-with-us daily 0.75 2024-04-09 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1569424895107-W84JNIQEO5B7WX9JUN0A/zevin-web-is-547499800.jpg Invest With Us https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1569424960797-OT9W8MIIENTI8ZF48ITJ/image-asset.jpeg Invest With Us https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1569425016070-TTKQQ886WD4FO28A68W7/zevin-web-is-90697638.jpg Invest With Us https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1c733bd4-23dd-4855-8b4f-46dfa8140a01/image-asset_fb64d320.jpeg Invest With Us https://www.zevin.com/web-disclosures daily 0.75 2024-04-08 https://www.zevin.com/meet-our-staff daily 0.75 2026-03-16 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304423604-R7OL2CYOSW9KH2AGDMEW/Sonia+Kowal+2.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304419859-V6FRXXRVKDKIDU72FLB3/Jennifer+Kelley.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304424113-U6SBMWYF0ZOL9R45O4L9/Steven+Dray.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/352d7dfe-eeb2-480c-8b98-6c4f6265ac96/Cate+Faddis.jpg Meet Our Staff - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304419391-8SEKMD7BZE4WUTWUIRHR/Jane+Li.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304418595-Y2764RP0BRQ7FCSN7L3B/Chris+Harris.jpg Meet Our Staff - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/b8bec0a1-af15-4f7b-8d63-54d7a37ddf61/Max+El-Sokkary.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/c8677ab7-7bb3-4e30-a86f-0aed961e5be6/Rich+Shih.jpg Meet Our Staff - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304423294-69F7507GF6U24VF4IWGM/Phil+Hergel.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304420190-3LP4RNWDFPW3TXIG7TY3/Marcela+Pinilla.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304418538-HFO5X9CDCZ4VR08ZEIT0/Brian+Swope.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304421219-RQCVG3OJH9S1K65MAIV1/Mike+McHugh.jpg Meet Our Staff - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1657304421922-50BL0DREF7UJVE2BXCMX/Nita+Sunder.jpg Meet Our Staff https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/00a7e648-470e-44fa-bb31-10a4a17825e3/Katie+Mahoney.jpg Meet Our Staff - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.zevin.com/contact-us daily 0.75 2025-12-24 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1569425529698-T3VN9ZTCA3E88FMORYZH/zevin-web-is-1127919102.jpg Contact Us https://www.zevin.com/contact-form-thank-you daily 0.75 2024-09-30 https://www.zevin.com/investors-guide daily 0.75 2024-04-08 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1601572076672-KS2AVF1J7Y4AX1C6B9J7/Zevin+Investor%27s+Guide+CP.png Investor's Guide https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/95c8df14-7c05-4efc-8b99-fd27e4412320/Zevin+Asset+Management+Investor%27s+Guide.jpg Investor's Guide https://www.zevin.com/shareholder-advocacy-guide daily 0.75 2024-01-16 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1625682323451-BPYKYBRI4YUC7GF7WHYT/Zevin+Shareholder+Advocacy+Guide+Cover+Page%281%29.png Shareholder Advocacy Guide https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/6d98b9bc-387a-4ff7-a346-03eeffa06b35/Zevin+Asset+Management+Shareholder+Advocacy+Guide_Page_1.jpg Shareholder Advocacy Guide https://www.zevin.com/resources daily 0.75 2025-08-26 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/e158eb4d-e595-435f-9aaf-dc648ef47cbc/zevin-rpt-fractal-is-OGphoto-484148116+-+size.jpg Resources - 2024 IMPACT REPORT A deep dive into our SRI activities and impact. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/f9404068-57ea-41d9-9813-897f7eb63c39/Advocacy+guide.jpg Resources - SHAREHOLDER ADVOCACY GUIDE An explanation of our approach and why not all advocacy efforts are created equal. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/c5730575-8d04-43d3-97ba-f28588c14d1e/Investor%27s+guide.jpg Resources - INVESTOR’S GUIDE Our perspective on how to identify strong investments. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/38bdf568-63eb-4966-9c3e-c01833e555d7/Invest+sustainably.jpg Resources - INVEST SUSTAINABLY A introduction to Zevin Asset Management and our investment process. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/728e5b47-7012-440e-803f-662ebd3cac65/Financial+planning.jpg Resources - FINANCIAL PLANNING A guide to our financial planning services. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/2bb18574-e72c-4703-ac46-e733a0b509bb/zevin-web-is-984262760.jpg Resources - NON-PROFIT CASE STUDY Overview of help Zevin provides to Non-Profit clients. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/513136df-c3ec-421e-ab05-52bb4a87a7fc/zevin-web-is-1071052286.jpg Resources - INFO SHEET FOR INDIVIDUALS How we manage individual and joint investment accounts. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/5609e891-b694-497d-a4e5-c5560da7524c/zevin-web-is-1127919102.jpg Resources - INFO SHEET FOR NON-PROFITS Investing with a mission. https://www.zevin.com/esg-resources daily 0.75 2024-06-07 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/e158eb4d-e595-435f-9aaf-dc648ef47cbc/zevin-rpt-fractal-is-OGphoto-484148116+-+size.jpg ESG Resources - 2024 IMPACT REPORT A deep dive into our SRI activities and impact. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/f9404068-57ea-41d9-9813-897f7eb63c39/Advocacy+guide.jpg ESG Resources - SHAREHOLDER ADVOCACY GUIDE An explanation of our approach and why not all advocacy efforts are created equal. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/c5730575-8d04-43d3-97ba-f28588c14d1e/Investor%27s+guide.jpg ESG Resources - INVESTOR’S GUIDE Our perspective on how to identify strong investments. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/6eb9b05e-45a8-4d43-8e7a-a0b7c028edc8/zam-social-info-sheets-cover.JPG ESG Resources - INFO SHEETS Detailed information on our proxy voting policies, ESG standards, and screening methodology. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/38bdf568-63eb-4966-9c3e-c01833e555d7/Invest+sustainably.jpg ESG Resources - INVEST SUSTAINABLY A introduction to Zevin Asset Management and our investment process. https://www.zevin.com/news-views-landing daily 0.75 2025-08-07 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1683046644142-G0OLE15CHFERCPOXAP7K/zevin-web-is-xxxxxxxxxx.jpg News & Views https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1682600657583-D2RM08QTC7WI9S1PJL6N/Company+News.png News & Views - Company News https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1682600658276-H89CGH2U7KZ5TDGRABNU/Market+Perspective.png News & Views - 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August 2025 https://www.zevin.com/home daily 1.0 2025-05-14 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1715008607679-M495LCYX3INBA6L0863I/zevin-home-page-featured-image.jpg Home https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/d545a9f1-ff32-4473-bc5e-96fe61ca5516/Sonia+Kowal+2.jpg Home - “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 Sonia Kowal, President https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/16e06966-b6bf-48f2-bf08-50e9eb4ca427/BCorp_logo_2014.jpg Home - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/d3ea4e8b-4fb6-49cc-9ce8-dac31f4ca973/invest-with-us-image.jpg Home - INVEST WITH US We specialize in risk minimization through customized, separately managed accounts of active equity and fixed-income allocations that seek capital appreciation. Find out why that’s good for you. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/d64876ce-a359-42f5-a656-2745c824e0aa/explore-our-impact-image.jpg Home - EXPLORE OUR IMPACT Curious about how we create change? Our Shareholder Advocacy Guide details how advocacy and our long-term investment philosophy go hand in hand. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/fd6f195f-c868-4b4b-92fc-a68a04b84da7/get-in-touch-today-section-image.jpg Home - Get in touch today. 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Learn how you can make an impact on the issues that matter most to you. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/7037e8a0-1721-4bff-99ed-c4a6f4f578cb/zevin-flyer-ESG-ts-SeanHunter-73016535%281%29.jpg Social Responsibility - ESG Integration We analyze environmental, social, and governance (ESG) factors at all levels of our investment process to give us insights into potential risks and opportunities at the regional, country, industry, and company levels and to help us build portfolios with lower risk profiles. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/b819b7af-d182-4000-8cd4-77fa59f19454/zevin-flyer-ADVOCACY-ts-maximkabb-587530960%281%29.jpg Social Responsibility - Shareholder Advocacy No company is perfect, and every company can improve to better address major ESG risks and opportunities. So, after we build a portfolio, we channel our clients’ investor voices to catalyze change. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/8b7ce610-6167-4ff8-b07e-5c72801394ad/zevin-flyer-SCREENS-ts-Toltek-497691970-website-resized.jpg Social Responsibility - Screening We apply both negative and positive screens to our clients’ portfolios — excluding companies whose business practices are not in keeping with our standards of social responsibility, and actively seeking companies whose products, services, or practices contribute positively to society. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/83eb2e5d-098c-41b1-9101-6b9bd8442b70/zevin-flyer-PROXY-ts-GYRO-amanaimagesRF-98573591%281%29.jpg Social Responsibility - Proxy Voting On behalf of our clients, we vote on issues before the boards of companies in our clients’ portfolios in annual company meetings. All voting decisions are intended to meet our fiduciary obligations to our clients, which include support for high standards of corporate governance as well as social and environmental responsibility. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/e158eb4d-e595-435f-9aaf-dc648ef47cbc/zevin-rpt-fractal-is-OGphoto-484148116+-+size.jpg Social Responsibility - 2024 impact report A deep dive into our socially responsible investment activities and impact, our biennial impact report details our approach and the results of our engagements. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/6a22c1b7-9813-49f7-8782-93b0186c0997/Impact+Reporting+Web+Image.jpg Social Responsibility - QUARTERLY UPDATES Each quarter, we share highlights from our shareholder engagement, through which we address risks and contribute to positive social and environmental impact on behalf of our clients. https://www.zevin.com/individuals daily 0.75 2025-09-22 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1569425189829-1OPLOB3Q2J32MZLYV26I/zevin-web-is-159751452.jpg Individuals https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/4dc64753-1a19-41ba-beb3-de7a5b2c20fa/Steven+Dray.jpg Individuals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/9327ad29-e09c-4bb1-9705-712f043842d3/Cate+Faddis.jpg Individuals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/e721740f-ee3c-420e-a827-cdaa42834e88/Jane+Li.jpg Individuals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/7b7d3ef3-35dd-4d2f-8a6e-80a118e2a301/Chris+Harris.jpg Individuals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/51f914e2-684f-4186-af1c-6d1cbe85fbd9/zevin-web-is-1127919102.jpg Individuals - Your financial plan is a reflection of you. What do you want yours to say? Get started by scheduling a consultation. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/16e06966-b6bf-48f2-bf08-50e9eb4ca427/BCorp_logo_2014.jpg Individuals https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/771f1979-5c9b-4924-adfc-d56b4a6bfc41/zevin-web-is-547499800.jpg Individuals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/b286a508-df1e-4bec-8fd9-b02dbba7ab0e/zevin-web-is-1127919102.jpg Individuals - Ready to learn more? Email us today for more information or to schedule a complimentary consultation. https://www.zevin.com/advisors daily 0.75 2024-05-13 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1569425327891-E740PF8XJU7FLP7FVGHK/zevin-web-is-985119446.jpg Advisors https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/70e53281-4e4c-4e45-bd66-91d96fbcc017/zevin-web-is-547499800.jpg Advisors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/96aec4d6-cdf7-4e05-8940-49bdd9cfb980/zevin-web-is-1127919102.jpg Advisors - Ready to learn more? Email us today for more information or to begin the account opening process! https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/52dc3197-d0f9-46c5-ad15-9a4267219449/image-asset.jpg Advisors - Global Equity The Global Equity model invests in quality businesses with persis­tent competitive advantages that can endure change and thrive in the future. It seeks growing businesses which are lead­ers in their industry and are well-protect­ed from macro-economic, fundamental, and ESG risks over time. We gain insights regard­ing risk and opportunities from propri­etary ESG analysis and engagement con­ducted with portfolio companies. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/d91dfd31-8789-448e-924d-6c64383a2e53/image-asset.jpg Advisors - Global Appreciation The Global Appreciation model seeks to produce long-term appre­ciation with a strong focus on capital preservation through active risk manage­ment. It is a multi-asset, large-cap, long-only strategy that integrates ESG analysis. The investment process strives to create low downside capture and deliver competi­tive returns in up markets. The strategy has a benchmark of 80% global equities and 20% fixed income. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/70383ce5-0e3a-4f9e-981d-3d592defe6b0/image-asset.jpg Advisors - Global Appreciation with Income The Global Appreciation with Income model is an actively managed balanced product whose goal is safety with modest capital appreciation. This strategy has a benchmark of 65% global equities and 35% fixed income. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/16e06966-b6bf-48f2-bf08-50e9eb4ca427/BCorp_logo_2014.jpg Advisors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.zevin.com/institutions daily 0.75 2024-05-28 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/1569425232319-NBZH0OE2STL996Q8ZNO2/zevin-web-is-90697638.jpg Institutions https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/dda770de-1bba-4a71-a6b6-624754086ad5/zevin-web-is-547499800.jpg Institutions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/4dc64753-1a19-41ba-beb3-de7a5b2c20fa/Steven+Dray.jpg Institutions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/9327ad29-e09c-4bb1-9705-712f043842d3/Cate+Faddis.jpg Institutions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/e721740f-ee3c-420e-a827-cdaa42834e88/Jane+Li.jpg Institutions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/7b7d3ef3-35dd-4d2f-8a6e-80a118e2a301/Chris+Harris.jpg Institutions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/c880e956-e835-4165-8ced-f6a3aa86ec39/olga-thelavart-1nrY9CLAGcI-unsplash.jpg Institutions - What does partnering with Zevin Asset Management look like in action? Learn about how we have helped foundation and non-profit clients with mission alignment. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/16e06966-b6bf-48f2-bf08-50e9eb4ca427/BCorp_logo_2014.jpg Institutions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/097fd5fc-e626-4bb9-973a-2b00b907372e/zevin-web-is-1127919102.jpg Institutions - Your investment strategy should reflect, not work against, your mission. Get in touch to learn how we can help amplify your organization’s good work. https://www.zevin.com/contact-us-copy daily 0.75 2025-05-13 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/597d6b0e-fa0e-4244-90d1-6a77ef064202/br3.png Contact Us (Copy) https://www.zevin.com/conference-resources daily 0.75 2025-05-16 https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/f9404068-57ea-41d9-9813-897f7eb63c39/Advocacy+guide.jpg Conference Resources - INVESTING WITH PURPOSE An outline of our services for individuals and families. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/728e5b47-7012-440e-803f-662ebd3cac65/Financial+planning.jpg Conference Resources - FINANCIAL PLANNING A guide to our financial planning services. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/c5730575-8d04-43d3-97ba-f28588c14d1e/Investor%27s+guide.jpg Conference Resources - fINANCIAL PLANNING CHECKLIST Our perspective on how to review essential financial readiness. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/38bdf568-63eb-4966-9c3e-c01833e555d7/Invest+sustainably.jpg Conference Resources - INVEST SUSTAINABLY An introduction to Zevin Asset Management. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/14fec58f-8303-47d6-a9f8-06d447e0e7df/zevin-web-is-985119446.jpg Conference Resources - THE FREEDOM TO CHOOSE Why We are Compelled to Act for Equitable Access to Reproductive Healthcare. https://images.squarespace-cdn.com/content/v1/5d0cee8d37a63200017a0906/e158eb4d-e595-435f-9aaf-dc648ef47cbc/zevin-rpt-fractal-is-OGphoto-484148116+-+size.jpg Conference Resources - 2024 IMPACT REPORT A deep dive into our SRI activities and impact.