Zenith Investment Management

Still have a 401k with a former employer? Take a look at the article below for some good tips on your next steps. #Zim #zimtiptuesday #zenithim #TipTuesday https://www.marketwatch.com//should-i-roll-over-my-401-k-w

And finally Jacob Chaparro, President, San Diego CA. Jacob is LOVING the never ending quest to continuously improve our client offering and experience.THANK YOU to all clients that are a part of Zenith! Connect with him a [email protected] #zim #zenithim

Introducing Pablo Marull, CFA. Pablo's goal is to help you grow your assets prudently so you can retire with the peace of mind that you are searching for and deserve since you have worked so hard for those goals. #zim #zenithim

US GDP and consumer spending are both on the rise. How will this affect your portfolio? #zim #zimtiptuesday #zenithim #TipTuesday

Introducing David Fernandes, Longmeadow MA. David is here to help individuals and families create financial security and peace of mind. Connect with him at [email protected] #zim #zenithim

The "million-dollar" question that all investors ask themselves constantly but NEVER come to a confident CONCLUSION......I tackle this question "head-on" to come up with a long-lasting ANSWER. We take Warren Buffett's advice of "Invest In What You Know" to a whole different level while also giving you insight into how people of great wealth answer this question.

Wondering why we had a quick, brief sell-off in the general markets last week? It put the #nasdaq in correction territory....listen in as I pinpoint to the big REASON why.

With Apple, Amazon, Google and other big companies reporting next week, we look at what can unfold....

Want an expectation of what market activity will look like next week.....listen in

A look at an observation of where the market's can be heading on a short-term basis.

Are we headed towards another market "sell-off"? Listen in as our own, Jacob Chaparro, goes into detail of what he sees going forward.

Everyone is talking about Stocks but what about Bonds Also, are you debating about getting back into the market? Take a sec to hear my 50// rule to help you find an entry point.

Our Founder/President gave his insights 2 days ago regarding WHERE we can find a bottom and more importantly, right now, what ACTION you should consider to take with current investment conditions. The big question remains- should I buy the market right now? Please leave comments to understand how you are approaching this current downturn.

How quickly things change..... A year ago, Zenith had just one employee- me. Fast forward to today and Zenith now has 2 other advisors and a tax pro on staff. It is easy to be grateful today as the end of the year forces you to reflect, but the journey to get to this point means a whole lot more than reflecting on this one moment. I started Zenith less than 4 years ago and have gone through my fair share of successes and failures. I’m enthusiastic about our potential as a ...firm next year and beyond. Thrilled to continue to strive to improve our offering for our current and future clients. And excited to be on this mission with Richard, Avery and Jonathan. I wish everyone a great end of the year and a truly prosperous 2020. (This pic was taken a few weeks back at our inaugural company holiday party)

Exciting news to cap off 2019- we are thrilled to have been accepted on the Charles Schwab alternative investment platform! Why this is important is that now, whomever has a Schwab account can directly invest in the "Zenith Fund". This is a big win for our current investors (as we custody our RIA assets primarily with Schwab)and a big win for future investors as investing just got that much easier Everyone here at Zenith wishes you a great Holiday Season and a Happy New Year.

Our inaugural client appreciation event this month lived up to the hype! The Jukebox Kings put on quite the show. To our clients- THANK YOU. You mean more to us than you know. Take a look at the pictures below of the night. We are already planning next year's event, stay tuned!

Inaguaral Client Appreciation Event!

About 7 weeks ago, we gathered our investors to unveil the A c c e B e R algorithm that will be driving our investment decisions going forward. It has been almost 3 months since we implemented our algo to the fund....we are fortunate to say that we are experiencing major success and driving some great ALPHA for our investors. A look at a few shots from our event: