Investment Bank/Securities Brokerage - Calgary, AB, CA
Zelos Capital Ltd. ("Zelos Capital") is an independent boutique private wealth management firm.Zelos Investment Counsel provides high net worth individuals and affluent families with institutional-quality portfolio management services. Through its proprietary pooling structure, Zelos builds robust and diversified multi-asset portfolios. In addition, we selectively augment client portfolios with bespoke alternative investments and private offerings, on a non-discretionary basis. Zelos customizes its portfolios for specific objectives such as shariah compliance and ESG-focused portfolios. Zelos Financial Advisory provides clients with a range of advisory services including strategy definition, equity and debt capital raising, idea-driven merger and acquisition advisory, investor relations, and ad hoc project consulting services.
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