The Highest Standards for Investment Management
ZAG members maintain fiduciary standards that exceed those typically governing the investment management industry in the US. These standards cover key activities in the investment process, including:
- Investment review and evaluation
- Planning and client assessment
- Investment policy documentation
- Client service and experience
Member firms are committed to offering quality investment solutions that are efficient, low cost and risk measured. Serving as an advocate, they disclose relevant information, avoid conflicts of interest, and subjugate all other goals to the needs of the client. ZAG’s adherence to academic research, structured “passive” investing, and tenets of Modern Portfolio Theory compliment this fiduciary priority.
ZAG’s whole premise is that we’re based on a culture that is about doing the right thing for clients, for our communities, and for each other no matter what.