Zone Investment Management, LLC

Overview

Zone Investment Management, LLC is a small, owner-run advisory firm that provides portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and operates primarily on a discretionary basis. Its stated investment emphasis leans toward pooled public vehicles—chiefly mutual funds—and the firm does not identify as an active ESG investor or a multi-state adviser. Advisory activities are focused on standard wealth-management services rather than pension consulting or acting as a capital allocator. Client relationships appear to be direct, hands-on engagements rather than institutional mandates. The custodial relationship with Charles Schwab & Co., Inc. suggests access to a broad mutual fund and ETF marketplace and operational infrastructure appropriate for a boutique adviser serving individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices