ZENITH INVESTMENT MANAGEMENT, LLC

Overview

Zenith Investment Management, LLC is an independent registered investment adviser that serves both individual & family clients and institutional accounts. The firm favors equity-centered portfolios, running a majority of client assets in exchange-traded equities and ETFs through separately managed accounts. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pooled investment vehicle management; the firm also operates as an insurance broker and serves as sponsor/GP/managing member for pooled vehicles it sponsors. Zenith’s fee arrangements are flexible: they charge percentage-of-AUM fees alongside hourly and fixed-fee engagements, and can use performance-based fee structures where appropriate. The firm is not identified as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices