Complete Client Satisfaction

We are not only boutique investment counselors, but also service professionals who strive to provide timely and accurate advice on all aspects of your portfolio. We take pride in our personalized client service, accessibility and commitment to client satisfaction.

By investing with ZLC Private Investment Management, you will also receive preferred access to your investment managers.  Detailed reports are provided quarterly, which include a review of portfolio performance, any account transactions for the period and our investment manager commentary. Regular meetings are held to review current holdings as well as to discuss any significant changes or circumstances and an invitation to our annual fall update presentations, held in October of each year.

We are firm believers in client communication, transparency and interaction.  We pay carful attention to ensure the selected asset mix continues to remain appropriate and make every effort to maintain complete client satisfaction.