Managed Accounts


Zeo Managed Accounts

Strategy: Low Volatility Fixed Income Sustainable Credit
Inception: May 1, 2009 May 31, 2019 (expected)
Portfolio Managers: Venk Reddy Venk Reddy
Terms: $5,000,000 Minimum
Can vary by SMA
$5,000,000 Minimum
Can vary by SMA

SMA Expertise

We were founded as a separately managed account platform for fiduciaries and continue to manage these portfolios today. Most separate accounts mirror the funds with only slight variations based on investable securities and client restrictions. We take pride in having a full history with our primary fixed income strategy that extends back to our founding in 2009.

Custom Mandates

Our team brings a wealth of experience in a variety of fixed income strategies that all have one thing in common: a relentless focus on risk management and a discipline of consistency. We have experience in corporate debt, high yield, bank loans, distressed credit, convertibles, derivatives and event-driven strategies. Through our engagement with clients we have developed custom portfolios to better solve their needs by utilizing our core competencies. We encourage dialogues with prospects and investors to collaborate on potential risk problems we may be able to address with a custom solution.

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