Zero Alpha Group
Through collaborative engagement, ZAG empowers its member firms to pursue innovation and create sustainable value.
Shared Values Driving Innovation and Excellence
Zero Alpha Group (ZAG) is a national association 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.
Active Oversight, Proactive Advice
We are active about what matters and proactive in anticipating how changes in a client’s finances or personal goals may affect their strategy.
Passive Portfolios Create Active Oversight
ZAG member firms work with their clients to actively manage the details of their wealth.
Predictive Modeling Guides Proactive Advice
Our proactive insight helps to ensure that the client is well prepared for different circumstances.
The Evolution of ZAG
Membership Advantages
Since 1995 ZAG members have pooled our intellectual capital, investment strategies, and resources to stay in the forefront of comprehensive financial planning and portfolio design. ZAG members maintain continuous communication with the academic community, industry leaders, and our clients, always researching tomorrow’s solutions.
When working together, both member firms and clients benefit from ZAG’s combined buying power, access to institutional quality solutions, and premium services offered at a lower cost.
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 evidence-based theory and informed by the latest academic research. The eight ZAG firms collectively manage more than $20 billion in total client assets.

ZAG was created by leaders who share investment and fiduciary philosophies. Our collective goal is and always has been to continually improve all facets of our companies including marketing, compliance, technology, and especially client service.
News & Updates
ZAG Members Donate to the CFP Board Center
Dallas, Texas (March 24, 2021) – The eight member firms of Zero Alpha Group (ZAG), a national network of wealth...
Scott Sarber Elected Board Chairman of ZAG
Dallas, Texas (February 8, 2021) – Zero Alpha Group (ZAG), a national network of wealth management firms that apply...
ZAG Partners With Kitces.com For Advisor Education
Minneapolis, MN (November 16, 2020) – Zero Alpha Group (ZAG), a national association of leading wealth management...
Savant Capital Merges With Huber To Forge $8B RIA
Rockford, Ill.-based fee-only giant Savant Capital Management announced Wednesday morning that it had...