A complete list of active advisors currently associated with Zenith Investment Management, LLC

Warmer can help you find a great advisor at Zenith Investment Management, LLC or one who fits your needs even better.

Zenith Investment Management provides comprehensive financial planning, discretionary portfolio management, and consultation services to individual and institutional clients, including high‑net‑worth households. The firm also advises and recommends interests in pooled investment vehicles and reports approximately $82.4 million in discretionary assets under management across about 101 client relationships handled by a three‑advisor team. The firm’s client accounts are managed through goal‑based plans that combine fundamental and technical analysis with strategic and tactical asset allocation and selective use of alternative investments; clients may optionally permit the firm to access employer‑sponsored retirement accounts through an aggregation platform. Separately, Zenith serves as investment manager to a private pooled fund that employs a quantitative, proprietary algorithmic strategy and uses long/short positions, index/ETF exposures, and options as part of its risk‑managed approach. Notable differences from many peers include Zenith’s formal role as a private fund sponsor and adviser and its management of pooled vehicles alongside retail accounts, with the Fund subject to performance‑based compensation structures (including hurdle and high‑water mark provisions) that the firm says it monitors for conflicts. The brochure also discloses less‑common practices for its peer group: use of referral/endorsement arrangements (including a SmartAsset lead matching agreement), having an investment advisor representative who is a licensed insurance agent, and the use of different custodial arrangements for client accounts and the Fund, with compliance reviews of valuation and allocation differences.

To learn more about the advisors currently working at Zenith Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.