Our History

In 1995, a group of investment advisors founded the Zero Alpha Group to connect their firms with other like-minded professionals. These advisors faced similar business challenges as they moved from a traditional financial services model to an independent fee-only advisory business. They also had compatible investment beliefs and high standards for client service and fiduciary responsibility. Read more at Why ZAG Exists.

Shared Vision of ZAG member firms

As a professional network, ZAG wants to change how people approach investing.  Read more at ZAG’s Vision