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About Us

Our employee-​owned firm has been built in order to per­pet­u­ate the unique invest­ment and social invest­ing approaches pio­neered by Robert Zevin over the last four decades. Our growth has mainly been dri­ven by client refer­rals which have kept us from being a large, bureau­cratic orga­ni­za­tion of overly spe­cial­ized peo­ple with slow, unimag­i­na­tive responses to finan­cial mar­kets and client needs. We strive to pre­serve the flex­i­bil­ity and open mind­ed­ness that is essen­tial to good invest­ing and respon­sive­ness to clients. Our firm is also dif­fer­en­ti­ated by a depth of sin­cer­ity of com­mit­ment by its employee own­ers to social change causes.

Our busi­ness val­ues include doing things col­lab­o­ra­tively as much as pos­si­ble and hav­ing every­one under­stand and par­tic­i­pate in as many dif­fer­ent aspects of our work as pos­si­ble. We think that this improves our per­for­mance and gives all of us more plea­sure and sat­is­fac­tion in our work. Our invest­ment dis­cus­sions inte­grate the dis­ci­plines of eco­nom­ics, pol­i­tics, finan­cial analy­sis, and sus­tain­abil­ity. This unique process high­lights the inter­ac­tion of the dif­fer­ently focused deci­sion mak­ers and is a key aspect in bring­ing together themes of sus­tain­abil­ity with investing.

Zevin Asset Man­age­ment is a 100% employee-​owned, major­ity women-​owned Cer­ti­fied B Corporation™.

  • To down­load a copy of our mar­ket­ing brochure, please click here.