Zenith Investment Management, LLC

Overview

Zenith Investment Management, LLC is an independent, individual‑owned advisory firm organized as an LLC. The firm is state‑registered in Arizona, California, Colorado, Connecticut and Massachusetts and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Zenith also functions as an insurance broker and, at times, serves as sponsor, general partner or managing member of pooled investment vehicles. Zenith bills clients through a mix of fee arrangements — percentage of assets under management, hourly charges, fixed fees and performance‑based fees. The firm does not identify itself as an active ESG investor and is not structured as a capital allocator to third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices