Zevin Asset Management, LLC

Zevin Asset Management, LLC is an independent investment advisor specializing in managing portfolios of individual securities for individual and institutional clients. Established in 1997, the firm focuses on socially responsible investment strategies, customizing accounts based on client criteria. Zevin participates in a model manager program with Goldman Sachs, offering various strategies. For discretionary accounts, fees range from 0.45% to 1.00% based on account size. Non-discretionary services are provided to employee trustees. The firm's investment strategy emphasizes long-term capital appreciation through diversified global portfolios with an ESG focus. Zevin does not charge performance-based fees and requires a minimum account size of $1.5 million for individual accounts and $2 million for institutional accounts. The firm exercises investment discretion, managing accounts without prior client consultation. Zevin also votes client securities proxies based on ESG and governance principles. The firm does not have reportable disciplinary events and does not compensate for client referrals. Zevin provides detailed proxy voting guidelines and engages in socially responsible investing practices. Clients receive regular account reviews and reports, and the firm does not have custody of physical assets. Zevin's fee structure, investment philosophy, and commitment to ESG principles make it a reputable choice for socially conscious investors.