Culture & History

A rich heritage and a shared culture are the foundations of a successful business... and we have both. Our heritage is our grounding – spanning over a century; our culture is our unwavering commitment to integrity, teamwork and innovation with laser-focus attention on our clients.

Ziegler History

In 1902, B.C. "Ben" Ziegler started an insurance business in West Bend, Wisconsin, and made loans to farmers. Theodore Roosevelt was President, the Dow's high/low was 65/63, year-end treasury bond yields were 3.00... and a bi-plane glider was tested by Wilbur and Orville Wright. Ziegler offers industry expertise in the capital markets, investment banking and advisory services, wealth management, investment management and private equity. All with an eye on our specialty expertise that goes back to our roots – healthcare, senior living, religion, and education.

Ziegler Culture

So how does Ziegler's culture evolve with this rich history? It hasn't really evolved at all... it's always been a culture of commitment to the clients we serve... going all the way back to 1902 when Ben Ziegler started making loans to farmers and funded an insurance business. Here's a few quotes from our associates when asked to describe the Ziegler culture:

"Ethical, trusted advisor"

"Client-driven organization that provides clients with unique products and creative solutions"

"Innovative, client-centric, and always demonstrates the highest level of integrity"

Our Core Values

Clients – Our clients interests come first. We create high value relationships for clients, knowing that their success will assure our own.

Shareholders – The firm has a fundamental mission of earning a profit in an ethical manner and providing shareholders with a fair return on their investments.

Associates – Our most important assets are our people. We help our associates improve their skills, encourage them to take risks, treat them fairly, and recognize their accomplishments. We provide a challenging and creative work environment that rewards achievement and promotes balance between work and personal life.

Integrity – We maintain the highest level of ethical conduct throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business.

Teamwork – We build trust and teamwork through open, candid communications across our organization. We share ideas and best practices. We recognize that team effort brings the highest value to our clients.

Innovation – We strive to anticipate client needs and meet those needs through new and creative solutions. Being a thought leader translates to being a market leader.