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. Over the past century, Ziegler has evolved into a global, boutique financial services firm – offering industry expertise in capital market services, investment banking and advisory services, wealth management, investment management and private equity. All with an eye on our "boutique" expertise that goes back to our roots – healthcare, senior living, church and school... and most recently, our entry into the renewable energy sector.

Please take a moment to review Ziegler's Historical Timeline – a historical perspective of Ziegler and the markets spanning over 100 years.

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"

We're a growth-oriented boutique financial services firm with a rich heritage and a bright future. We are passionate about the good work we do because everyday we get to help to make good things happen in communities throughout America. We know our space better than anyone. After all we've been living and breathing it for more than 100 years. And we make good on our promise to our clients – your interests always are in front of our own. That's what the Ziegler culture is all about... and that's the Ziegler Advantage – our passion, our expertise, our promise.

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.