an independent advisor or a private wealth manager, you do not just
invest for your clients — you invest in them. Any advisor’s success is
linked to the growth and satisfaction of his or her clients, but for an
independent advisor it is even more crucial.
the right investments to meet your clients’ needs can be challenging.
Ziegler offers an array of unique investments that are rooted in our
boutique investment banking history and managed by experts in their
field, with over 100 years of experience and reputation behind them.
more about these unique products and our support structure that help
make it easy for you to invest not just for your clients, but in your
clients — and in the continued growth of your own practice.
Ziegler-Underwritten Fixed Income
Research and Trading Capabilities
only it were as easy as finding the right investments for your clients,
placing the trades, and monitoring the account. As an RIA or private
wealth manager, you know that integrating partner platforms, providing
accurate data to your clients and performing ongoing reporting can be
difficult at times. Yet these are basic functions that must occur for
you to provide the highest level of service to your clients.
Ziegler offers a number of platforms and tools to help you provide service for your clients.
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services offered through B.C. Ziegler and Company Member FINRA and SIPC.