Zero Alpha Group

ZAG Advisers Recognized by Medical Economics

admin — Wed, 16 Nov 2011 12:00:32 +0000

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 medical groups.

For more information view the Medical Economics article.

Fiduciary First

admin — Wed, 16 Nov 2011 01:00:36 +0000

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 Industry standards relate primarily to performance reporting. ZAG standards, in contrast, provide meaningful and cost effective solutions for the client’s lifetime goals and objectives. All members of ZAG consider themselves to be fiduciaries with respect to client assets under management.

Download the Fiduciary First paper.

Welcome

admin — Fri, 23 Apr 2010 17:36:49 +0000

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.

Download and read our brochure!

ZAG Fiduciary Standards

admin — Mon, 15 Feb 2010 18:43:48 +0000

What is a Fiduciary?

One in a position of authority who obligates himself to act on behalf of another and assumes a duty to act in good faith and care, candor, and loyalty in fulfilling his obligation.