Healthcare Expertise

Ziegler is a boutique financial services firm experienced in building its businesses around its core investment banking capabilities.

• Ziegler began managing money for its church bond clients in 1928
• Ziegler expanded its money management practice to service its other investment banking clients
• In that time Ziegler has developed institutional money management products designed to meet the needs of its niche clients
• Investment management products are also flexible and expandable enough to be used with many other clients

Manage Portfolios For

• Senior Living Organizations
• Corporate Pension Plans
• Taft-Hartley
• Municipal Retirement Plans
• Hospitals
• Religious Organizations and Schools
• Foundations and Endowments
• HighMark Mutual Funds 

Institutional Account Services

• Investment Policy Statement development
  • Define and manage assets against policy statement
  • Build in strict risk controls
  • Balance sheet management
• Balanced portfolios
• Social screens
• Superior client service
  • Work with the custodian of your choice
  • Quarterly performance evaluation