Break free
from conventional
portfolio design.
Private Wealth
Business Advisory
At Zelos Investment Counsel
Our proprietary portfolio construction isn’t templated, it’s engineered. We integrate rigorous research, deep risk management, tax efficiency, and tools to deliver strategies that go far beyond traditional investment models.
Whether you are an entrepreneur, affluent family, or institution, we will help you access institutional quality investment opportunities, portfolio strategies, and sophisticated financial planning.
We uncover high-conviction investment opportunities rarely found in conventional portfolios – we have access to some of the most unique opportunities from around the world.
Our strategies are built to do more than seek returns, they’re proven to protect against downside risk, because wealth isn’t built on gains alone, it’s protected by how it performs when things get tough.
“The Zelos team has the most sophisticated approach to wealth management I have ever seen”
Business Owners
Business ownership creates complexity that standard planning can’t handle.
As entrepreneurs, your financial world is anything but straightforward. Your business and personal wealth are deeply intertwined and so are the decisions that shape them. At Zelos, we recognize that complexity and treat it as the starting point, not an obstacle.
We build interwoven financial strategies that reflect the realities of ownership, aligning your corporate and personal planning to protect and grow your wealth with intention. Our team works closely with your accountant and lawyer to ensure every piece of your financial life is coordinated to avoiding the disjointed, siloed advice that so often leaves value on the table.
Individuals & Families
As a boutique wealth firm, we go beyond traditional asset allocation and the limitations of standard portfolios. We provide access to investment opportunities most advisory firms simply cannot offer.
We build portfolios with intention and precision. Whether you require Shariah compliant investing, private equity, philanthropic strategies, family trust structures, or access to investment typically available only to pension and endowment funds, every element is deliberately selected to reflect your world.
Planning is bringing the future into the present
– so that you can do something about it now –
