A Proud History

At ZLC Private Investment Management we’ve produced a team of dedicated, proud professionals committed to the success of our clients. Our portfolio offerings consist of experienced third party fund managers who share our sound investment philosophy and our concentration on capital preservation. As the asset management division of ZLC Financial Group our focus is on tailored wealth management solutions for individuals, trusts and corporations with portfolios of $150,000 and above.

ZLC Financial Group can trace its proud history back to 1945, providing superior advice, service and products in insurance and retirement solutions, employee benefits and structured settlements.  We have inherited the passion that has driven ZLC Financial Group for over 65 years.

In Late 1998 ZLC Financial Group identified a growing need for ZLC Clients to be offered a unique alternative to traditional investment. Many ZLC Clients were searching for products that provided absolute returns regardless of market conditions, where relationships were built on trust and professionalism, and where capital preservation was paramount. This led ZLC to search out top money managers that shared in its philosophy and alternative approach to investment. As a result, ZLC partnered with Vertex One Asset Management in creating ZLC Private Investment Management Inc.

Since our inception in April 2000, we have expanded our fund offerings and exhibited steady growth as a result of our commitment to client relations and proven returns. From our founding partners, ZLC Financial Group and Vertex One Asset Management Inc., a Vancouver based Fund Manager; we inherited our philosophy of diversified holdings, of putting clients first, and of capital preservation.