ZANETTI FINANCIAL, LLC

Overview

Zanetti Financial, LLC is a fee-based wealth manager that runs discretionary portfolios for individuals, families and small businesses. The firm favors equity-centric allocations delivered largely through separate accounts and exchange-traded vehicles. Its business model is straightforward: percentage-of-AUM billing, portfolio management for private clients, and a focus on direct equity exposure rather than consultant or multi-state institutional work. Zanetti Financial is not an active ESG investor and does not operate as a capital allocator to broad third‑party private fund programs, though it does add targeted alternative exposures. Investment activity centers on managing concentrated equity exposures in client accounts while retaining the flexibility to supplement those positions with non-equity holdings where appropriate. Portfolios are managed on a discretionary basis, which allows the firm to implement tactical adjustments, rebalance and execute across exchange-traded equities and separate accounts without client-by-client sign-off for each trade.

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Public Holdings

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Location & Offices