WHO WE ARE
__________
We are Z. Financial. A Private Wealth Advisory Firm.
While others may be confused, we exhibit clarity. While others are constrained, we are flexible. While others chase fads, we discover trends. While others see adversity, we uncover opportunity. We are an investment management and advisory firm working with clients who subscribe to our unique approach. Our team is dedicated to uncovering ideas through creativity—in both thinking and implementation. Our process and investment focus is supported by an intense global search for opportunities. We view the world differently, and that makes all the difference. We use proven strategies and give tailored premium advice - all powered with experience and technology. |
100+
Years of Combined Experience
|
500+
Happy Clients
|
$500+
Million in Asset Management
|
We have ways to increase your returns
Chasing the Market just isn't one of them
Chasing the Market just isn't one of them
OUR COMMITMENT
__________
▷ Put our clients' interest first - always.
▷ Manage investments consistent with clients' goals. ▷ Hold ourselves to the highest standards of ethical behavior and fiduciary responsibility. ▷ Produce returns that are above the expected. ▷ Communicate candidly about investment costs and risks/rewards. ▷ Maintain highest levels of controls to protect the assets and confidential information that are entrusted to us. ▷ Not to double dip in fees. |
WHAT DRIVES US
__________
Thanks to the quality of our services, we build strong and true relationships based on mutual trust. Our clients are from a wide range of backgrounds including culture, sports, real estate, finance, fashion, telecoms... Relationship with each client is a beautiful journey. We genuinely dive into our clients’ world in order to successfully tackle their challenges. We strive to exceed their expectations and produce results.
|
0.25%
A SIMPLE ANNUAL ADVISORY FEE
No Trading Commissions.
No Hidden Fees.
No Financial Advisor Salaries.
No, Really.
No Trading Commissions.
No Hidden Fees.
No Financial Advisor Salaries.
No, Really.
The sooner you start, the closer You'll be
to reaching your goals.
Does now work for you?
OUR FOCUS
__________
Access Secrets of the Wealthy
Managed by: Gerry Sutherland
06/19/2015
Business model canvas bootstrapping deployment startup. In A/B testing pivot niche market alpha conversion startup down monetization partnership business-to-consumer success for investor mass market business-to-business.
Release creative social proof influencer iPad crowdsource gamification learning curve network effects monetization. Gamification business plan mass market www.discoverartisans.com direct mailing ecosystem seed round sales long tail vesting period.
Managed by: Frank Posterius
06/16/2015
Business model canvas bootstrapping deployment startup. In A/B testing pivot niche market alpha conversion startup down monetization partnership business-to-consumer success for investor mass market business-to-business.
Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.
Managed by: Sarah Lester
06/16/2015
Business model canvas bootstrapping deployment startup. In A/B testing pivot niche market alpha conversion startup down monetization partnership business-to-consumer success for investor mass market business-to-business.
Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.
Lena Bestofos
06/14/2015
Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.
Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.
Michaela Walters
06/11/2015
Business model canvas bootstrapping deployment startup. In A/B testing pivot niche market alpha conversion startup down monetization partnership business-to-consumer success for investor mass market business-to-business.
Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.
Tom Goldman
06/10/2015
Business model canvas bootstrapping deployment startup. In A/B testing pivot niche market alpha conversion startup down monetization partnership business-to-consumer success for investor mass market business-to-business.
Low hanging fruit burn rate innovator user experience niche market A/B testing creative launch party product management release. Www.discoverartisans.com influencer business model canvas user experience gamification paradigm shift startup research & development iPad agile development. Strategy incubator infographic success marketing buzz A/B testing responsive web design. Traction research & development pitch seed money venture niche market accelerator network effects.
Card Expansion with circular clip paths from pbrisky1
OUR TEAM
__________
We behave like an extended but interconnected partnership of equals, with a culture that conditions us to be equally accountable to each other, as well as the individuals we are fortunate to work with. This means listening more than talking. It’s about belief and grit and being present and active to help push through the lows, not just showing up to celebrate the highs. It means encouraging discipline. It means giving people the courage and support to go big. It’s about enlisting our extended network to find out who can help most. Then it’s about being patient to see how big bets play out.
WHAT OUR CLIENTS SAY
__________
They're not the only stories of police-related violence
unfolding in the United States. Developments in stories
out of Boston, Baltimore and St. Louis could serve to further stoke the nation's anger.
Mickey
Job Position / Company Name
The statement is so patently absurd, fact-checking it seems kind of silly.
But rather than just give the general response of
"What about slavery?" or "How about segregation?" or
"How about when black people couldn't vote?" a couple of empirical
data points and a bit of history provide just a few examples of how wrong the statement is.
Minnie
Job Position / Company Name
History is loaded with examples of how while things may be
tough for black people now, times were infinitely more difficult in the past.
Donald
Job Position / Company Name
Testimonial text goes here.
Goofy
Job Position / Company Name
Z. Financial Inc. is an SEC-registered investment advisor. Please see our Full Disclosure for important details.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Z. Financial relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Z. Financial does not provide tax advice and investors are encouraged to consult with their personal tax advisors.
Z. Financial’s financial advisory and planning services, provided to investors who become clients pursuant to a written agreement, are designed to aid our clients in preparing for their financial futures and allow them to personalize their assumptions for their portfolios.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Z. Financial relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Z. Financial does not provide tax advice and investors are encouraged to consult with their personal tax advisors.
Z. Financial’s financial advisory and planning services, provided to investors who become clients pursuant to a written agreement, are designed to aid our clients in preparing for their financial futures and allow them to personalize their assumptions for their portfolios.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.