As an intentional company, we aim to provide best in class investment management services to Institutions that share our values.
We differentiate ourselves by building holistic partnerships that extend beyond investment management and contribute directly to an organization’s mission.
We collaborate with organizations like yours to implement our unique investment philosophy at an institutional level.
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 design a custom asset allocation tailored to your organization’s risk profile and growth targets, we follow the following five-step approach:
At the onset of every new partnership and to help build buy-in for a cohesive strategy, Zenith facilitates a series of structured meetings to help generate internal alignment. These meetings often include board members and senior leadership.
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.
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: