Zone Investment Management, LLC

Overview

Zone Investment Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, charging advisory fees as a percentage of assets under management. Its stated advisory focus is portfolio management for individuals and small businesses. Zone does not identify itself as an active ESG investor, is not listed as a multi-state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives