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-based advisory business.
Sharing a commitment to common values and guided by the principles of Fiduciary Standards, ZAG firms benefit from a collaborative approach, collective efforts, size and influence to succeed in a highly competitive financial arena.
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.
Leveraging Power in Numbers
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.
Consider a Career with a ZAG Firm
Success Through Shared Values and Commitment to Our Clients
ZAG functions primarily as a business resource and professional support network for these firms. The network’s collective buying power renders access to institutional investments and services, helping member firms offer solutions that are objective, cost-effective, and customized. ZAG also provides a venue for members to gain an advanced professional education, exchange business ideas, and explore new financial solutions. This close affiliation also encourages professional accountability as members challenge one another to attain higher levels of client service and technical expertise.
The eight ZAG firms independently manage over $20 billion in total client assets.
It’s exciting to pull our teams together to collaborate with one another. We have specialists in all different functions and the opportunity for those people to get together and share experiences is super beneficial.