Zevin Robert Investment Advisor

Add to Favorites

Investment Advisory Service, Financial Planners, Financial Planning Consultants

Be the first to review!

Add Hours

(617) 742-6666Call Visit WebsiteVisit Website Map & DirectionsDirections30 Green StNewburyport, MA 01950 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Do you know the hours for this business?

Zevin Robert Investment Advisor

Charitable Giving
We are a fee-only investment advisor. Above all, our job is to protect and grow your money. In fact, as a fiduciary firm, we are actually duty-bound to put your financial interests first. And we wouldn’t have it any other way — protecting your capital is what we do best. But that’s not all we do. As an advisory firm, we are able to coach our clients with customized accounts through any number of financial situations; whether you’re buying a house, planning charitable giving, paying off loans, or preparing for retirement, we can help. Financial planning can be stressful, so why take it on without a guide? Let us worry about your investments so you don’t have to — it’s what we do.

View All Services

Provided by

Places Near Newburyport with Investment Advisory Service

Newbury (4 miles)
Salisbury (4 miles)
Amesbury (8 miles)
Rowley (9 miles)
Seabrook (9 miles)
Merrimac (11 miles)
Georgetown (13 miles)
Groveland (14 miles)
Hampton (14 miles)
Ipswich (15 miles)

More Info

AKA: Robert Investment Zevin
Other Link: https://www.zevin.com/contact-form-thank-you
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (617) 742-6666

Address: 30 Green St, Newburyport, MA 01950

Website: https://www.zevin.com/contact-form-thank-you

People Also Viewed

View similar Investment Advisory Service

Suggest an Edit

Zevin Robert Investment Advisor

Charitable Giving
We are a fee-only investment advisor. Above all, our job is to protect and grow your money. In fact, as a fiduciary firm, we are actually duty-bound to put your financial interests first. And we wouldn’t have it any other way — protecting your capital is what we do best. But that’s not all we do. As an advisory firm, we are able to coach our clients with customized accounts through any number of financial situations; whether you’re buying a house, planning charitable giving, paying off loans, or preparing for retirement, we can help. Financial planning can be stressful, so why take it on without a guide? Let us worry about your investments so you don’t have to — it’s what we do.

Investment Management
Women and people of color have been historically underrepresented in investment management — and we’re striving to close that gap. As we grow, we look outside of traditional financial services networks that tend to be predominantly white and male.
Mutual Funds
Before joining Zevin Asset Management, Steven was a senior portfolio manager overseeing separate account portfolios and mutual funds at AlphaOne Capital in Boston. He enjoyed long-tenured relationships with those same clients while previously employed at David L. Babson and OppenheimerFunds. Prior to earning his MBA in Finance at Indiana University, Steven taught English as a Second Language in Costa Rica and worked in the engineering field analyzing fiber optic communications. He received his BS in Electrical Engineering from Tufts University. Steven has proudly achieved the designations of both a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP)™ professional, a testament to his commitment to be proficient in both the holistic plan for a client’s portfolio, as well as the critical investment components that contribute to a portfolio’s success. Creatively navigating the financial challenges that his clients face brings Steven great professional satisfaction.
Bonds
Wealth Management
I found my way to Zevin Asset Management in 2009 as their director of socially responsible investing, and then became president in 2014. Our majority women-owned and -led firm offers both wealth management services as well as institutional money management for families and foundations with a commitment to social justice and active ownership that upends and challenges the traditional money management paradigm. Our mission is to secure returns for our clients while creating and guarding a legacy of integrity that critiques the unethical status quo of our capital markets and pushes for genuine, positive impact at powerful companies.

Accounting Services

Financial Planning
Steven is a member of the CFA Society Boston, the Chartered Financial Analysts Institute, and the Boston Estate Planning Council. He has served as a board member of Indiana University’s Reese Investment Fund for over two decades and enjoys engaging in pro-bono financial planning to share his craft and improve financial literacy. Steven is devoted to social justice initiatives, especially around immigration issues. He cherishes time spent with his wife and two adult children, and his life passions are playing soccer and travel to undiscovered corners of the world.
Retirement Planning
Pension plans: you need to ensure that your employees are taken care of well into the future — a goal that goes hand in hand with our long-term, risk-minimizing approach to investment.
Asset Management
Zevin Asset Management proudly publishes our third comprehensive review of the positive impact we have contributed to creating on behalf of, and thanks to, our clients. Our 2022 Impact Report covers the 2021 and 2022 proxy seasons.

View All Services

Provided by