ZWJ Investment Counsel serves individual and institutional clients.
Four Decades of Building Trust
ZWJ Investment Counsel has provided highly personalized investment counsel for individuals and institutions since 1974. Our goal is clear and simple: Provide clients with investment returns consistent with their current and future financial needs.
Our investment approach is consistent. We believe the financial well-being and success of our clients are best served with a strategy that takes the long view. This approach has been called conservative, but we believe other words serve better: Sensible, Strategic, Time-Tested.
A Wealth of Expertise and Experience
- All ten Investment Committee members are CFA charterholders.
- Average investment experience exceeds 20 years; average age is 48.
- Team approach to investment decisions, tapping wealth of collective experience.
- Dedicated research team.
Highly Personalized Counsel
- Low client-to-manager ratio, enhancing personalized service.
- Relationship-based, tailored investment decisions.
- Keenly focused on each client’s investment goals, objectives and risk tolerance.
Growth from Success
- More than $1.6 billion in assets under management.
- Average relationship exceeds $2 million.
- Problem-solving, results-driven focus.
- Privately owned by eight principals.
Our market analysis and forward-looking commentary.