Zelos is a diversified financial platform operating through two business divisions: i) Zelos Investment Counsel and ii) Zelos Financial Advisory.
Zelos Investment Counsel
Zelos Investment Counsel provides high-net-worth individuals and affluent families with investment management services. Through pooling client funds, Zelos Investment Counsel is able to meet institutional minimum investment thresholds for top quartile actively managed funds and is able to pass institutional fee cost savings onto clients. In addition, Zelos Investment Counsel provides clients access to alternative investments and private exempt offerings.
Zelos Financial Advisory
Zelos Financial Advisory provides a full range of financial advisory services to lower-middle market companies including strategy definition, equity and debt capital raising, idea-driven merger and acquisition advisory services, investor relations and ad hoc project consulting services. To align its interests with clients, Zelos Financial Advisory looks to participate, on a case-by-case basis, as principals in the financings it markets and incorporate equity and equity-linked compensation into its fee structure.