Investment Management
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Reach Your Financial P.E.A.K.
Our proprietary process focuses on diverse leadership teams and fund managers with a goal of outperforming the market in the long run.
Our Proprietary Process
P.E.A.K
When we work together on investment management, we develop a portfolio customized to meet your time horizon, risk tolerance, investment objectives, and additional financial circumstances.
Investment decisions are best made when you thoroughly understand your financial picture. There are no minimums for clients that engage with Zenith in financial planning. Clients without a financial plan must have at least $100,000 in investable assets.
- Our primary custodian where our proprietary model portfolios are held is Altruist. Special arrangements can be made with clients interested in using TD Ameritrade or Charles Schwab.
- Access to alternative investments such as private placements and impact investments with lower client minimums.
Portfolio Solutions
Our Investment Approach
At Zenith, we believe the best thing we can offer our clients is confidence in every aspect of their investment experience. We build custom investment portfolios with this goal in mind. Each portfolio is designed to offer a different approach to investing in global markets. We leverage academically researched quantitative methods to manage our portfolios through our clients’ investment life-cycle.
Full Transparency
Management Fees
Investment advisory fees are deducted quarterly at the start of each quarter based on current assets under management.
