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Zelos Capital Ltd.

Address

www.zelosglobal.com
Calgary, AB T2P 3S8
4036083487
kareeng@gmail.com

Principal Contacts

Kareen Stangherlin

kareen.stangherlin@zelosglobal.com

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

Private Individual / Investor
Family Office
Institutional Investor - Pension Plan
Institutional Investor - Non-Profit
Institutional Investor - First Nations
Institutional Investor - Other

Provinces of Business

Alberta*
British Columbia
Ontario
Saskatchewan

* indicates a physical location in this province

DEEP SENSE OF CARE

At Zelos, we believe financial well-being and quality of life go hand in hand. With steadfast determination, industry leading expertise and a deep sense of care, our team works to deliver optimized financial results for our clients through our proprietary wealth management platform.

Whether you are an entrepreneur, affluent family, or small institution, we will help you access previously unattainable investment opportunities and portfolio strategies.

WEALTH MANAGEMENT

At Zelos, we don’t just manage investments, we build robust, risk-aware portfolios to optimize our clients’ financial well-being.

Our firm is differentiated by its values and its people. Our team of financial thought leaders bring their diverse global investment perspectives together to create a differentiated approach to portfolio construction. Our firm is independent from financial institutions, enabling a structure that is truly aligned to clients’ best interests.

CORPORATE ADVISORY

Zelos provides a full range of financial advisory services to lower-middle market companies. Ask us how we can help you!

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