We Focus On You

Selecting an investment manager that understands your needs, your goals and your priorities can be difficult and confusing. At ZLC we are listener’s first, and advisers second. As discretionary managers we concentrate on the client, and leave the decision-making around specific investments to the fund manager.

We are characterized by a sound investment philosophy, expert portfolio management and personalized client service. By focusing on carefully selected investment offerings, we are able to provide you with strategic diversification, without redundancy. Typical portfolios often include many similar and or competing strategies that can dilute diversification benefits and lower returns. At ZLC, our managers have proven their effective portfolio diversification through consistent long-run returns.

Our fee structure further differentiates us in the market place, as ZLC Private Investment Management utilizes a performance component rather than basing fees strictly on the size of assets. With performance-based fees, the investment manager is recognized for managing portfolios that achieve satisfactory absolute returns, as opposed to being rewarded for simply increasing total assets.