Founded in 1995, ZAG is a network of independent investment advisory firms that manage more than $9 billion in assets. ZAG firms share a common philosophy about investing and client service – a commitment to passive, tax-managed investment strategies while providing independent financial planning solutions for investors.
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Beaird Harris Wealth Management, Inc. Dallas, Texas Carlson Capital Management Minnesota Foster Group Iowa Petersen Hastings Washington Plan B Wealth Management Perth, Western Australia and Auckland, New… [more]
ZAG firms believe that public markets work efficiently to integrate all available information into security prices. Consequently, they view a security’s current price as the best estimate of its underlying… [more]
ZAG firms challenge clients to think beyond money. After all, wealth encompasses much more than an account statement. Real wealth is embodied in your financial, social, and intellectual capital. And since… [more]