Zero Alpha Group (ZAG), a global network of wealth management firms committed to applying the best financial thinking to serve clients in a fiduciary capacity, congratulates the leaders, teams, and clients of Savant Capital Management and The Monitor Group on their recent combination, joining forces to form a $2.7 billion RIA. Both firms are long standing members of Zero Alpha Group, which will continue to work closely with the new combination.

“We congratulate Savant Capital Management and the Monitor Group on the formation of their new entity. The relationships that have been developed over the years have certainly played a factor in this deal,” said Scott Sarber, ZAG member and Vice President of Petersen Hastings. “Coming together to discuss best practices in client service is one of ZAG’s greatest strengths. This combination is a true testament to the level of collaboration within the group.”

“This venture between Savant Capital Management and The Monitor Group is one more example of the far reaching benefits of ZAG”, said Jerry Foster, Founder and CEO of Foster Group. ”Foster Group has benefited beyond measure from the collaboration, sharing of best practices, accountability and significant friendships forged over our 17 years of involvement in ZAG. We extend our congratulations to Savant and The Monitor Group.”

“We congratulate our colleagues at The Monitor Group and Savant Capital on joining forces. We’re proud to be part of the ZAG organization where perhaps the strongest tie that binds us is that we put fiduciary responsibility for clients at the forefront”, said Greg Carlson, Co-Founder of Carlson Capital Management. “It is rewarding that the trust we have in one another as peer firms is as robust as the trust we work to develop in our client relationships. We have always felt that this was something exceptional.”

ZAG is an international group of fiduciary financial advisors that was formed to connect its member firms with other like-minded professionals. As advocates of integrative wealth management and an evidence-based approach to investing, each member firm is dedicated to helping its clients use their wealth to achieve higher life goals. ZAG member firms share professional tools and resources, and exchange ideas on operations, marketing, and other business strategies.

“The synergy among ZAG firms is second to none and our time together is always innovative, thought-provoking and positive. We offer congratulations to our colleagues at both Savant and The Monitor Group as they join forces to take their business to the next level,” said Pat Beaird, ZAG member and Co-Founder and President of Beaird Harris. “Zero Alpha Group has provided an amazing opportunity to collaborate with some of the brightest minds in the wealth management industry, the benefits ultimately inure to the clients of member firms.”

ZAG’s collaborative efforts, buying power, and industry influence accrue to the advantage of its members’ clients. With access to the latest investment research and tools, the groups’ advisors can draw upon a vast network of technical knowledge to create optimal solutions. Its members possess advanced expertise, leading edge capabilities, and high practice standards—all of which translates into better financial experience and a higher caliber of client service.

“Fee-only financial planning and investment advisory firms are relatively new in the financial services arena compared to the old-school business model” commented Mike Davis, Founder and CEO of Resource Consulting Group. “Independent firms like ours were trying to do it all on our own. The collaboration within ZAG, with peer accountability and best practices has resulted in tremendous advances in the things that matter most – state-of-the-art service and value added to clients.”

About Zero Alpha Group
ZAG is a global network of wealth management firms committed to applying the best financial thinking to serve clients in a fiduciary capacity. The domestic firms, that collectively manage more than $8 billion for more than 5,800 clients, are fiercely independent and entrepreneurial, sharing 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 network’s collective buying power renders access to institutional investments and services, helping member firms offer solutions to clients that are objective, cost-effective, and customized. It provides a venue for members to gain advanced professional education, exchange business ideas, and explore new financial solutions. This close affiliation encourages professional accountability as members challenge one another to attain higher levels of client service and technical expertise.

Members include: Beaird Harris Wealth Management (Dallas, TX), Carlson Capital Management (Northfield, MN), Foster Group, Inc (West Des Moines, IA), Plan B Wealth Management (Australia), Plancorp, LLC (St. Louis, MO), Petersen Hastings (Kennewick, WA), Resource Consulting Group (Orlando, FL), Savant Capital Management (Rockford, IL), and The Monitor Group, Inc. (McLean, VA).

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