Be Known As One Of A Kind
Not As A Number

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Money touches every aspect of life, so having a warm, personal relationship with your portfolio manager is vital. At ZWJ, “active” describes more than our approach to investing — it’s how we approach client relationships, too. 

You’ll hear from us about your portfolio and enjoy direct access to us with any questions you have about your portfolio or the markets.

Trusted

Trust is earned. That’s why we’re proud to grow through client referrals. 

Markets may go up and down, but our long-term investment strategy is designed with your specific investment objectives in mind. Referrals from our clients confirm the level of trust that we seek to achieve with every relationship.

Four Decades of Building Trust

2024

1982

Active

Client Experience

Discover how it feels to be treated individually.

Investment Philosophy

Learn about our active investment management philosophy, built for long-term success.

Time-Tested

Firm at a glance.*

% Employee-owned

Years

Average Tenure of ZWJ Investment Team

$ Billion

ZWJ Assets Under Management (AUM)

$ Million

Minimum Account Size

*As of December 31, 2023. Please see our Form ADV 2A on our Disclosures page for more information.

About ZWJ

Meet our team that puts our hearts into being good stewards of your investments.

MEET US
Ready For The First Step?

IT BEGINS WITH UNDERSTANDING YOU AND YOUR GOALS.

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