Low Volatility Fixed Income

Focused on Risk Management

Built on Fundamentals

Why Zeo

Do you believe there is value in active fixed income management? Is volatility something you seek to minimize in your bond portfolio? Then keep exploring and let’s talk. Zeo Capital Advisors is a fixed income investment manager who aims to deliver low volatility, risk-managed solutions for the prudent investor. We strive to find like-minded investors, including non-profits, outsourced CIOS, consultants, family offices and independent RIAs, with whom to grow and serve their fixed income investment needs through our two mutual funds or separately managed accounts.

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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