ZENDAMENTALS

Overview

Zendamentals is a fee-based wealth manager that focuses on individual and family clients, offering portfolio management and the selection of third-party advisers. The firm operates as an allocator, favoring equity-led portfolios and using outside managers when allocating to alternative strategies. Its advisory mandate is primarily discretionary, and the business model centers on charging a percentage of assets under management. Investment activity is concentrated in exchange-traded equities as the core sleeve of client portfolios. Zendamentals balances that equity exposure with allocations to mutual funds and annuities for certain client objectives, while utilizing external managers to access hedge funds, real estate vehicles, commodity exposures and oil & gas opportunities. The firm’s approach indicates a tilt toward liquid, exchange-traded instruments for core risks, with selected use of less liquid alternative funds to add return and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices