Zenith Investments

Overview

Zenith Investments is a small, privately owned advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and concentrates its work on tailored investment portfolios rather than institutional or pension consulting. Zenith does not self-identify as an ESG investor, is not structured as a capital allocator, and operates without multi-state registration, which suggests a regional or single-state client focus. Investment implementation at Zenith centers on publicly available pooled vehicles—chiefly mutual funds and other public funds—rather than running an in-house lineup of proprietary strategies or direct private-market investing. That approach lets the firm construct diversified equity, fixed income and multi-asset exposures efficiently for a modest client base while outsourcing specialist manager selection when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices