Active Oversite/Proactive AdviceTM
Founded in 1995, ZAG is an international 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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ZAG Member Firms
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]
Markets and Investing
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]
Wealth Management
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]
Who We Are
ZAG is a global network of wealth management firms committed to applying the best financial thinking to serve clients in a fiduciary capacity. The firms are fiercely independent and entrepreneurial, yet share a common bond in their investment philosophy, wealth management approach, and client focus. Read More
Why ZAG Exists
Members meet regularly to receive continuing education and to explore issues affecting the industry, their professions, and clients. These forums provide an opportunity for some of the brightest practitioners in the business to gain technical insight and encourage one another — this interaction leads to continual professional improvement and accountability. Read More
What We Do
ZAG member firms share professional tools and resources, and exchange ideas on operations, marketing, and other business strategy. By leveraging their buying power, the firms gain access to institutional-quality products and services at a lower cost for the benefit of their respective clients. Read More
What's New
Thirteen members of ZAG are named to the November 2011 Medical Economics’ list of “Best Financial Advisers for Doctors.” Each member’s recognition was based on their knowledge and extensive experience working with medical practices of all sizes and specialties from sole practioners to large... Read More
The purpose of the Fiduciary First paper is to set forth the minimum acceptable standards of practice pertaining to the discretionary management of an investment portfolio. ZAG standards rise above those that typically govern the investment management industry in the United States. The limited existing... Read More
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