On the latest ETF Spotlight, VettaFi’s Cinthia Murphy interviewed Zenith Wealth Partner’s Andrew Tudor. Tudor is an investment advisor and also part of the Exchange Advisor Council.
Reaching the Zenith
Asked about background, Tudor explained that Zenith Wealth Partners has been around for a little over six years. “The mission of the organization was to make sure that race and gender don’t predetermine financial success.” In practice, this means Zenith works with both foundations/non-profits pushing for a more equitable future and individuals and families. Their focus is particularly on households led by women and people of color. Accordingly, the services encompass estate planning, investment planning, tax planning, financial planning, and a wide range of advisor services. “A lot of the folks that we work with are first time wealth accumulators in their families.”
How Tudor Invests in Alignment
Tudor works specifically with the institution team, meaning he works with non-profits and foundations. “They are doing grantmaking with 5% of their portfolio, and then the other 95% is typically invested traditionally,” he noted. However, Tudor shared that for many of these organizations, it is important to align their investments with their grantmaking.
According to Tudor, this means really having detailed conversations with the stakeholders of these organizations. The goal is to invest in a way that resonates with the company mission. “What we find as we do that is that all investments have an impact.”
Tudor on Market Outlooks
One big fear for both individuals and institutions is running out of money. That’s a core fear, according to Tudor, and this era of the markets is filled with uncertainty. It can be easy for a bad news cycle to inspire a rash investment decision. Zenith looks to help clients weather all four seasons of the market.
Asked about the stories and trends in the current market that he’s been paying special attention to, Tudor said, “We’ve really been watching the strength of the dollar. The dollar losing strength, in our analysis, drove a lot of international growth.” He added, “we see that trend continuing.”
One challenge, according to Tudor, is getting clients to get out of the mindset of timing the market and instead focus on time in the market. “The best time to have invested, if you are sitting on the sidelines, is yesterday. The second best time is today,” he said.
Exchange and Industry Collaboration
The Exchange conference, coming up March 15th in Las Vegas, was built in partnership with the Exchange Advisor Council. Tudor is a member of the EAC, and when asked about the experience he shared how he was introduced to Exchange in 2025 when Zenith Wealth Partners founder Jason Wray sat on the EAC. “I found myself learning more about the investment space this past year than I had at any other conference.” Tudor spoke to the value of sharing knowledge with industry experts at peers. “From those sessions and those discussions, we took those things back and made some changes to our portfolios that really worked out for our clients these past eight to ten months,” he shared.
Murphy asked what he was looking forward to in the coming Exchange. “I am looking forward to seeing great people, great peers,” Tudor said. “The community is amazing.”
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