Zero Alpha Group

A Network of Independent Investment Firms

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.

Client Benefits

ZAG’s collaborative efforts, buying power, and industry influence accrue to every client’s advantage. You have access to the latest investment research and tools, and advisors can draw upon a vast network of technical knowledge to create optimal solutions. Advisors possess advanced expertise, leading edge capabilities, and high practice standards—all of which translates into a better financial experience for you.

Advisor Benefits

ZAG advisors meet regularly to receive continuing education and to explore issues affecting the industry, their professions, and clients. These forums provide an opportunity for some of the brightest practitioners in the business to gain technical insight and encourage one another—and this interaction leads to continual professional improvement and accountability. Many advisors return home from these meetings renewed and energized, ready to apply new ideas and stand firm on their commitment to their clients and profession.

Firm Benefits

ZAG member firms share professional tools and resources, and exchange ideas on operations, marketing, and other business strategy. By leveraging their buying power, the firms gain access to institutional-quality products and services at a lower cost for the benefit of their respective clients. These improved economies of scale result in more cost-efficient businesses, increased competitiveness, and enhanced services to clients.

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