What to Expect
State-of-the-art Technology
Zelus utilizes the most advanced client web portal and smart phone app for all your devices. This allows for instant access to view performance, strategy, allocation, and even view research on positions you hold, and even those you don’t, because we believe the first step to peace of mind is understanding what is in your portfolio. Access to all the information you could ever need, at the click of a button.
Innovative Processes
We understand that financial planning can be overwhelming. We build easy to understand plans, and help you implement them to achieve your goals. We table each individual’s portfolio to meet their cash flow requirements and financial independence goals. You tell us your dreams and we will build a plan that will help you achieve it.
Exceptional Service
We treat our clients like part of the family, because hiring an adviser is like hiring a personal CFO for your family. There is rarely anything more personal than a families’ finances, and we make it our mission to provide a sense of security that you deserve. As a fiduciary, we have an obligation to do what is best for you.
We looked at the Advisor model of the past and decided we weren’t just going to do it better. We’re going to do it differently.
Personalization Reimagined
Anything But Average.
Zelus was born from the realization that the modern affluent doesn’t receive the same custom tailored advice that is as individualized to them, as they are to the world. Free of quotas, sales pitches, and incentives to make unnecessary changes in your portfolios for commissions, we pride ourself on doing what is right for our clients, even if that means doing nothing at all. The days of off-the-shelf advice are over. You’re anything but average, so why should your portfolio be treated any differently?
Worry Less. Live More.
A core principle of our team is to provide a level of trust and service that is unmatched, without exception. We promise to manage your portfolio with the same level of care and consideration as we would our own, because our job is to worry for you.