Zullo Investment

OUR FIRM

A Fiduciary Partner.

THE ZIG ADVANTAGE

Clarifying the Complex…

We take a highly personal approach and deliver objective, tailored advice, integrated wealth management, and access to private investments to help clients achieve their goals and build wealth that lasts.

Fiduciary: A duty to act in the best interest of your financial wellbeing.
Integrated & Expansive: Full array of wealth services, solutions, and alternative investments.
Highly Personalized: Tailored approach with proactive ideas and problem-solving.
In-House & Experienced: Dedicated and credentialed team supported by our trusted network.

OUR PILLARS

Taking Care of…

Our Clients
- Everything we do is driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build – freeing their time to enjoy it.
Each Other
-At Zullo Investment, we have built a culture of character, one where we are inspired to serve others. We win when we work together and can rely on each other, so we encourage an environment where employees speak truthfully, share ideas openly, and act responsibly.
Our Communities
-We take an active role in our communities in order to connect with others, pay forward our successes, and share resources. At ZIG, we are servants – of our clients, of each other, and of our communities.

ZIG at-a-glance

ZIG has stood as a pillar of excellence in the wealth management industry, consistently delivering sophisticated services, unwavering accountability, and uncompromising security for assets. With a steadfast commitment to lawful regulations and meticulous management of investors’ funds, we’ve earned our reputation as one of the nation’s top Registered Investment Advisory. Our legacy is built on trust, integrity, and a relentless pursuit of financial excellence for our clients.

With over 464 clients and discretionary assets under management (AUM) of $383,209,992. With our firm’s portfolio strategically concentrated, with its top 10 holdings accounting for 47.62% of AUM, featuring prominent stocks such as Apple (AAPL), Microsoft (MSFT), and NVIDIA.

We're proud to support a large number of individuals/organizations taking control of their financial futures.

ZIG is a Registered Investment Advisor (RIA) that files its own Form ADV with the Securities and Exchange Commission (SEC). We provide financial planning and related services to individual clients, organizations, offering personalized guidance and expertise to help them achieve their financial goals. Whatever your goal, whatever your timeline, putting your money to work is easy with our platform.

Zullo Investment Group, Inc is authorized and regulated by the Securities and Exchange Commission (SEC). Our team of professional, licensed investment advisors are registered with the SEC and members of the Financial Industry Regulatory Authority (FINRA), holding the necessary licenses and certifications to provide investment services to clients.

Some key milestones in our operation include:

2022: Filed 13F reports for Q1, Q2, Q3, and Q4, showcasing our investment activities and portfolio composition.
2023: Continued filing 13F reports, with notable holdings in technology stocks like Apple, Microsoft, and NVIDIA.
2024: Expanded our portfolio, filing 13F reports for Q1, Q2, Q3, and Q4, with increased holdings in tech giants.
2025: Recent filings indicate a portfolio value of $233,229,000 as of March 31, 2025, with 146 holdings.

As a firm regulated by the Securities and Exchange Commission (SEC), ZIG remains dedicated to empowering clients to simplify, protect, and grow their wealth. We're proud of our Leadership team who have earned sophisticated recognition and embody our three core pillars: taking care of clients, each other, and the community.

SEC Compliance Review

Corp Status Check

Why Choose Zullo Investment:

Long-Term Performance Focus Disciplined strategies with a track record of delivering competitive risk-adjusted returns.
Diverse Asset Class Expertise From traditional funds to advanced strategies in real estate, commodities, and digital assets.
Social Responsibility & Impact Investment portfolios that align financial performance with meaningful social outcomes.
Institutional-Grade Management Led by experienced professionals and strategic partners with deep industry knowledge.
Client Empowerment Transparent, accessible tools and support to help every investor make informed decisions.

As we look toward the future, Zullo Investment Trust remains committed to leading with integrity, innovation, and impact. Whether you’re an individual investor, institutional partner, or advisor, we invite you to explore our offerings, connect with our team, and become part of a values-driven investment community.
Let’s grow together with purpose, strategy, and results.

The True Success Formula

It takes confidence
It takes grit.

It takes endurance
It takes perseverance.

It takes belief in yourself
It takes fortitude.

It takes willingness
to win.

Our Mission and Core Values.

Crypto is here to stay..

We firmly believe that digital assets and blockchain represent a technological paradigm shift on par with the creation of the internet. The associated value creation from activity in this space will be on a similar scale. Our mission is to create regulated investment opportunities to enable a broad church of investors to participate in this secular trend; focused on quality, innovation and safety.
At the nexus of traditional capital markets and digital assets.

ZIG believes that by harnessing the experience and knowledge of the traditional finance sector and applying it to this new and exciting asset class, we can provide best in class, institutional grade product to the market.