Zenith Wealth Partners

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WORK WITH US
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Unparalleled Service. Unprecedented Outcomes.

Serving non-profits and foundations to create meaningful growth.

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Create mission-aligned growth for your organization.

We aim to provide best-in-class investment management services to organizations and foundations that share our values.

We differentiate ourselves by building holistic partnerships that extend beyond investment management and contribute directly to an organization’s mission.

  • Inclusion
  • Social change
  • Racial and gender equity
  • Environmental responsibility and sustainability
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Go Above & Beyond

We collaborate with organizations like yours to implement our unique investment philosophy at an institutional level. Together, we help you:

Create an investment sourcing and management strategy

Work toward a values-aligned, financially sustainable future for your organization

Build a portfolio of diverse money managers

Offer financial literacy and education to your staff

Our Process

We’ve built a unique process for partnering with institutions to help them achieve their goals as they work to build a brighter future for their communities:

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Onboarding

Our comprehensive client onboarding process can be completed in 30 days or less. We move through an investment management agreement, a customized client survey, and funding to get you up and running with our team as efficiently as possible.

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Values Mapping

We believe that your investments are best managed when they’re in alignment with your organization’s values. Our optional values-mapping exercise helps you to clarify what you stand for and to set goals to become as close to 100% values-aligned as possible. We know this is a moving target, and we’re here to help you make adjustments in an ongoing capacity.

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Investment Policy Development

Together, we’ll work with you to build an ideal portfolio allocation strategy and to develop a new Investment Policy Statement as necessary through meetings with your Investment Committee or Board of Directors.

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Implementation & Monitoring

Through active monitoring and rebalancing at least quarterly, we are able to make prompt adjustments to your portfolio based on economic conditions, market developments, and changes in your goals.

DATA FOCUSED

Our Institutional Investment Philosophy

We focus on integrating specific objectives, constraints, and values into a highly customized investment strategy tailored to each client’s goals and risk tolerance. We derive capital market projections through quantitative analysis, economic research, and expert judgment, using historical data and statistical models to forecast future market trends and estimate the likelihood of different economic scenarios. 

This enables us to adjust our clients’ portfolios accordingly and center on long-term growth and income goals while managing risk through diversification, asset allocation, and disciplined, active investment management.

case study for valentine foundation

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You Deserve a Partner Who Is Invested In Your Mission

Learn more about partnering with Zenith today. Complete the following form and a member of our team will be in touch shortly. We can’t wait to learn about the impact you’re making – and where you want to grow to.

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