A Portfolio Built For You, For The Long Haul
Once we understand your risk tolerance and financial objectives, we recommend a transparent, long-term strategy designed specifically for you and implemented by your ZWJ portfolio manager. Each portfolio manager, not a computer, personally and continually monitors your portfolio making buy, hold and sell decisions based on our research and your goals. We match this active investment management approach with proactive communication, keeping in close partnership with you as we aim to stay ahead of potential changes in your life and the financial markets. Every ZWJ portfolio manager is part of our Investment Committee, which evaluates the individual securities selected for your portfolio.
Equities: Invest Like an Owner
We build personalized, diversified portfolios like business owners, and we know our companies. Our experienced analyst team identifies attractive long-term, publicly traded opportunities with a five-year investment horizon, and all of the companies we buy are approved by the Investment Committee. Because we are active investment managers, market sentiment does not drive our decision making. In fact, we often take a contrarian view. We believe that earnings and valuation drive long-term returns.
Fixed-Income: Invest Like a Lender
Our active portfolio management style includes fixed-income investments to produce income or lower the risk profile of a portfolio. We buy individual, primarily investment grade bonds, and we understand the underlying credit of each security. As interest rates and markets change, so may the characteristics of the fixed-income securities we select for you.
Learn more about our Investment Philosophy
