Why ZAG Exists

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.

The ZAG members began meeting periodically to share investment information and discuss business strategy. They also challenged one another to maintain high standards of business integrity and professional accountability. Over time, they discovered they could leverage their influence to negotiate lower-cost investment strategies, obtain premium services, and achieve economies of scale unavailable to individual firms. This synergy provides benefits to the clients of ZAG member firms.

Today, many financial services providers offer fee-based services. But ZAG member firms are in a class by themselves. As advocates of integrative wealth management and an evidence-based approach to investing, they want to spread the word about using wealth to achieve higher life goals.