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.
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.