ZAG member firms share a common philosophy about markets and investing, wealth management, and an advisor’s fiduciary responsibility to clients. For more than 25 years ZAG member firms have shared ideas, experiences, and challenges, and for that, we are stronger.
We have created a collaborative best-in-class association with firms that share a unique approach to investing, client service, and advisor development. While these principles guide their approach, each one of ZAG’s member firms functions independently, bringing a unique personality and style to serving clients.
As a professional association, ZAG is changing how people pursue their financial goals. Our shared principles, beliefs, values, and vision guides our approach, yet allow each firm to function independently and bring a unique approach and style to serving clients.
Fiduciary First Standard
ZAG member firms believe that objective investment solutions will only be found in fiduciary advisors who are both independent and fee-based. Consequently, all ZAG member firms function as investment fiduciaries with respect to managing client assets and are certified by the Centre for Fiduciary Excellence.
The Center for Fiduciary Studies defines an investment fiduciary as an advisor who is responsible for managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. As such, fiduciaries are obligated to act on behalf of their clients and must act in good faith and care, candor, and loyalty in fulfilling that obligation.
Our vision of investing, originates in the halls of academia not the world of Wall Street. We are committed to providing objective, long-term private wealth management solutions, focusing on broad global diversification and an evidence-based approach to investing.
Markets & Investing
ZAG members firms are committed to providing their clients with objective advice and personalized solutions that reduce financial risk and improve clarity. High quality research demonstrates which investment strategies are most likely to succeed. ZAG’s unique approach means clients achieve far more efficient portfolio construction with lowers costs.
ZAG member firms challenge their clients to think beyond money. After all, wealth encompasses much more than an account statement. Real wealth is embodied in one’s financial, social, and intellectual capital. And since wealth extends beyond financial assets, it must be managed from a broader perspective.