Zero Alpha Group (ZAG) is a national network of wealth management firms committed to applying the best financial thinking to serve clients in a fiduciary capacity. Through engagement, ZAG empowers member firms to pursue innovation and create sustainable value.
Our Member Firms
ZAG member firms are fiercely independent and entrepreneurial, yet share a common bond in their investment philosophy, wealth management approach, and client focus.
All members are committed to providing objective, long-term private wealth management solutions, which include customized investment strategies guided by Modern Portfolio Theory and informed by the latest academic research.
The eight ZAG firms collectively manage more than $14 billion in total client assets.
Our Beliefs and Approach
As a professional network, ZAG wants to change how people approach investing.
ZAG firms share a common philosophy about markets and investing, wealth management, and an advisor’s fiduciary responsibility to investors. While these principles guide our approach, each firm functions independently, bringing a unique personality and style to serving clients.