Zelos is a diversified financial platform operating through two business divisions: i) Zelos Investment CounselTM and ii) Zelos Financial AdvisoryTM.
Zelos Investment CounselTM provides institutions and affluent families with investment management services. Through pooling client funds, Zelos Investment CounselTM 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 CounselTM provides clients access to alternative investments and private exempt offerings.
Zelos Financial AdvisoryTM 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 AdvisoryTM 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.