Professionally Managed Accounts

As investment options continue to grow increasingly complex, many investors are choosing to employ professional managers to guide their portfolios. We believe that the oversight of a full-time portfolio manager with a holistic view of your investments and a disciplined management approach may help you to achieve your long-term investment goals. Ziegler offers three tailored investing options for implementing a portfolio management process that may afford certain key advantages over the way you might typically manage investments on your own.

Each of our professionally managed account options, the Ziegler Unified Managed Account (ZUMA), Lockwood Asset Allocation Portfolios (LAAP) and Lockwood Investment Strategies (LIS) are broadly diversified and are intended to minimize the impact to the overall portfolio if one asset class or investment underperforms. To help determine an appropriate asset allocation mix, your advisor and team of chosen professional managers will analyze the various types of economic, social and political events or other trends that tend to shape returns in the global markets, along with your personal needs and goals to tailor a professional managed plan for you.

Manager Selection Philosophy 

Separately Managed Account Solutions  

Unified Managed Account Solutions 

Comparison of Ziegler’s Managed Account Options 

Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s separately managed account.

Investment consulting services are offered at B. C. Ziegler and Company only through investment advisory programs and are not available through traditional brokerage accounts and products.  B. C. Ziegler and Company is a Registered Investment Advisor.