Founded in 1995, the Zero Alpha Group (“ZAG”) is a national network of independent investment advisory firms that manage a total of approximately $14 billion in assets. Members of ZAG are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.
The firms in the Zero Alpha Group network share a common philosophy about investing and client service – a commitment to fiduciary-based, passive and tax-managed investment strategies while providing an independent financial planning and integrated wealth management solution for investors.