Announcing a Strategic Partnership: Zenith Investment Partners and Salt Financial Group

Written by Steve Landers

We are thrilled to announce a new strategic partnership between Zenith Investment Partners and Salt Financial Group. This collaboration brings together the expertise of Zenith’s renowned investment managers with Salt Financial Group’s commitment to delivering exceptional financial advice and services to our clients.

Zenith Investment Partners: A Leader in Investment Research

Zenith Investment Partners is an independent research house with a stellar reputation for providing high-quality investment research and portfolio solutions. With over 20 years of experience, Zenith supports financial advisers with research ratings on more than 1,000 investment and superannuation funds, and manages in excess of AUD $5 billion in assets. Their key areas of expertise include:

  • Managed Fund Research: Comprehensive analysis and ratings of managed funds to help advisers make informed investment decisions.

  • Model Portfolio Construction: Designing and maintaining model portfolios that align with clients’ investment goals and risk profiles.

  • Managed Account Delivery: Providing managed account solutions that offer flexibility and efficiency for advisers and their clients.

Enhancing Our Investment Committee

With Zenith’s investment managers joining the Salt Financial Group Investment Committee, we are poised to continue to achieve strong, sustainable results for our clients. This partnership allows us to leverage Zenith’s extensive research capabilities and strategic insights to enhance our investment offerings. Together, we will focus on:

  • Investment Ideas: Collaborating on innovative investment strategies that align with our clients’ financial goals.

  • Asset Allocation Management: Utilizing Zenith’s expertise to optimize asset allocation and ensure diversified, balanced portfolios.

  • Separately Managed Accounts (SMA): Offering tailored investment solutions through SMAs, providing clients with personalized and efficient investment management.

A Commitment to Excellence

At Salt Financial Group, we are dedicated to providing our clients with the highest level of financial advice and service. By partnering with Zenith Investment Partners, we are confident in our continued ability to deliver superior investment outcomes and help our clients achieve their financial objectives.

Together, we look forward to a prosperous future and the continued success of our clients.

Jenni Anderson