Selective Credit

Focused on Risk Management

Built on Fundamentals

Why Zeo

At Zeo Capital Advisors, we are sustainable credit specialists. We manage high yield strategies across the duration spectrum for non-profits, OCIOs, family offices and independent RIAs. It is our belief that environmental, social and governance factors are credit factors and are essential to a fundamentally-selected portfolio. Whether you are a value investor or values-based investor, we can serve your fixed income needs through separately managed accounts and mutual funds.

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Investment Strategies

We apply fundamental research and risk management to US corporate credit to selectively identify overlooked and misunderstood securities. We seek strong underlying businesses—an approach that we believe can help our clients lower volatility and improve risk metrics in their fixed income portfolios.

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Zeo Funds

Zeo Short Duration Income Fund


ZEOIX Graphic

Zeo Sustainable Credit Fund


ZSRIX

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Zeo Funds

How to Invest

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Contact Info

Zeo Capital Advisors
One Montgomery Street, Suite 3450
San Francisco, CA 94104
415.875.5604