CLIENT ACCESS

ZWJ Investment Counsel

ZWJ was founded in 1974 with a dedicated commitment to serve each client with highly personalized investment counseling. We believe that our clients’ financial success and well-being is best served through a relationship and strategy that takes the long view.

ZWJ at a Glance

• Privately owned by five principals
• More than $900 million client assets under management
• Average account size exceeds $1.5 million
• Average investment experience is 20 years; average age is 47.
• All eight members of our Investment Committee have completed the Chartered Financial Analyst examination process.
• Low client-to-portfolio manager ratio
• Team-oriented approach to investment decisions
• Problem-solving, results-driven focus
• Keenly focused on your personalized risk tolerance and investment goals and objectives
• Highly personalized, tailored investment decisions