Longmeadow, MA Office

Zenith Investment Management is a boutique wealth management firm that advises individuals (including high-net-worth clients) and institutional investors, offering comprehensive financial planning, discretionary portfolio management, and consultation services. The firm also provides investment advisory services to pooled investment vehicles and acts as investment manager to a private investment fund (the Stirling Fund), and it recommends alternative and pooled investments to suitably qualified clients.

The firm emphasizes customized, goals-based planning for retail clients and typically employs fundamental and technical analysis, strategic and tactical asset allocation, and selective use of alternative investments; clients may optionally permit access to employer-sponsored retirement accounts through an account-aggregation platform for advice and reallocation. For its private fund, Zenith implements a quantitative, proprietary algorithm (AcceBeR) and states an opportunistic, non‑correlated portfolio construction approach with robust risk management, operating under discretionary authority for trading.

Compared with many peers, Zenith both sponsors and manages a private pooled vehicle and charges performance-based compensation through that fund, and it conducts side‑by‑side management of the fund alongside retail and institutional accounts — arrangements the firm discloses along with related conflicts (including use of different custodians/prime broker and valuation differences). The firm also discloses the use of paid solicitation/endorsement arrangements (including participation in a lead‑matching service) and that an investment adviser representative sells insurance products, all of which the firm says it monitors and addresses through policies and oversight.