ABOUT US

Zenith Investment Partners is an independently owned investment research provider. The Group is dedicated to the delivery of premium, “best of breed” investment research solutions for financial advisers and their clients. The following core values underpin its foundation:

Integrity: Zenith prides itself on the depth and quality of the research it undertakes, and stands by all of its recommendations.

Teamwork: all employees are focused on working together in a collegiate environment to achieve research excellence.

Customer Focused: customer service is paramount and Zenith regards its service as an extension of an adviser’s practice.

WHY ZENITH?

Experience: The experience, expertise and tenure of Zenith’s partners in managed investment research is unrivalled in the marketplace.

Independence: Zenith’s independence is guaranteed with it being a research focused organisation. Zenith is 100% owned by its partners and free of any institutional ownership and influence.

Efficiency: void of bureaucratic structures and influences, Zenith is able to efficiently initiate fund coverage and rating changes to ensure client investment outcomes are maximised.

Tailored: Zenith provides a customised premium research service to suit the unique requirements of your business.

RESEARCH SERVICES

Research Reports: Individual Managed Fund reports, Sector, Market and Economic reports. View sample reports.

Customised Model Portfolios: Tailored for clients, customised by administration platform.

Investment Committee: Quarterly participation, tailored client agenda.

Advisor Group Fund Development: Assist adviser groups in developing their own products.

Recommended List: Comprehensive list of funds across all asset classes.

Tools: Performance tables, charts, search engine, asset class forecasts.