Our Services
We offer a variety of international investment opportunities appropriate for investors with various goals, risk tolerances, and return objectives.
Click HERE to join our Alternative Investment Network.
Just starting out? Click HERE for the retirement calculator and priority planner.
Public Markets
Passive Investment
We use a passive index approach to minimize fees for investors. We found the performance of active funds did not justify the higher fees charged.
Private Equity
Partnership Approach
We use a multi-manager strategy to partner with experts in real estate and venture capital. This provides both diversification and geographic expertise.
Digital Assets
Yield Focus
We focus on decentralized crypto assets with the ability to deliver yield through staking. Client funds are held in cold storage to protect against counterparty risk.
About Us
Zion Wealth Management started in 2021 with the goal of helping investors reach their goals and gain exposure to a variety of asset classes and investment opportunities.
Whether you're at the initial stages of your financial journey or looking to build generational wealth, Zion offers tailored solutions to suit your needs.
Jared Dally
INVESTMENT MANAGER
Jared is the founder and investment manager at Zion Wealth Management.
Jared is a Certified Financial Planner, Chartered Investment Manager, and Trust & Estate Practitioner with an MBA from Cranfield School of Management.
Rachel Botma
INVESTOR RELATIONS
Rachel manages the communication between Zion Wealth Management and our investors and partners.
Rachel is a graduate of Edinburgh Napier University's Business program and has a background in business development.
Qing Zhang
BUSINESS DEVELOPMENT
Qing is responsible for helping fuel Zion Wealth Management's continued growth.
Qing holds an MBA from Cranfield School of Management and has international experience building and operating a variety of businesses.
