Investment management and Operational Support for independent advisory firms
At Zend Capital, our objective is to give advisory firms the investment capability of a larger institution without the cost of building one. We provide the research, portfolio management, and day to day operations that sit behind a firm's client relationships.
How We Work
Zend Capital works with registered investment advisers across the country. We manage investment strategies and model portfolios, run the portfolio operations behind them, and produce the materials advisors use with their clients.
We are not a registered investment adviser. The advisory firms we work with remain the adviser of record to their clients.
Read moreOur Partners
Our partners range from independent advisors managing a few hundred million dollars to multi-office firms with clients across the country.
- Solo advisors
- Growing multi-advisor firms
- Established multi-office practices
- Teams launching a new advisory firm
Some firms use a single strategy. Others use us across most of their investment operation.
