Ziegler Advantage

One Style, Many Products

Ziegler’s singular approach to money management is driven by a time-tested process that identifies opportunities in the market created by the persistent behavior of investors. We quantitatively capture this investor behavior by taking information from investors, analysts and companies and model this information against specific benchmarks to create portfolios designed to balance returns with the necessary amount of risk needed to generate that return.

This process is the basis of all our investment styles. It’s transferrable, transparent and repeatable.

Client service

Ask virtually any Ziegler client about their experience with our firm, and one of the most likely top answers will be our client service. Ziegler’s client service team consists of experienced investment professionals, including a CFA. The team regularly schedules client reviews to ensure adherence to investment policy. And because of their extensive investment experience, they are able to talk intelligently about the make-up of your investment style as well as your entire asset allocation.

Above and beyond our top-notch client service, Ziegler provides its clients with regular communications. Quarterly performance attribution reports  give our clients a better understanding of their investments, and the factors that are influencing their returns. A monthly newsletter, the Ziegler Advisor, is e-mailed, as well as posted to Ziegler’s Web site. Written by our firm’s thought leaders, the Advisor newsletter provides insights into the economy, markets and Ziegler’s investment philosophy.

Back office

Complementing our top-notch client service capabilities is our back office support. Our support team ensures timely, accurate client reporting, and provides our clients, our client service team and portfolio managers with relevant information to make good investment decisions.