Break free
from conventional
portfolio design.
Private Wealth
Financial Planning
Business Advisory
At Zelos Investment Council
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”
Individuals & Families
We build portfolios precisely for what you need; individualized and tailored to your goals, risk tolerance, and preferences. Whether you require Shariah-compliant investments, private equity, philanthropic strategies, or family trust structures, your portfolio is designed to reflect your world, not someone else’s template.
Our financial plans aren’t templates, they’re precision-built.
Powered by advanced software and deep expertise in taxation, structuring, and wealth strategy, every plan is built to provide true value and insight. We don’t hand you a 30-page report full of spreadsheets that you’ll never read, we give you clarity. Our planning is live and interactive. We run real-time “what if” scenarios and alternate strategies side by side, so you can see your options clearly and make confident, informed decisions.
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.
From day-to-day decisions to major transitions like selling your business, entering retirement, or planning your estate, Zelos is your constant guide, providing clarity, foresight, and structure through every stage of your journey.
Planning is bringing the future into the present
– so that you can do something about it now –
