– Tony McGrath, CEO, The GRAND Theatre
At Zelos, we believe financial well-being and quality of life go hand in hand. With steadfast determination, industry leading expertise and a deep sense of care, our team works to deliver optimized financial results for our clients through our proprietary wealth management platform.
Whether you are an entrepreneur, affluent family, or small institution, we will help you access previously unattainable investment opportunities and portfolio strategies.
At Zelos, we don’t just manage investments, we build robust, risk-aware portfolios to optimize our clients’ financial well-being.
Our firm is differentiated by its values and its people. Our team of financial thought leaders bring their diverse global investment perspectives together to create a differentiated approach to portfolio construction. Our firm is independent from financial institutions, enabling a structure that is truly aligned to clients’ best interests.