Aidis Zunde is a financial advisor with Zak Investment Management Company, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Zak Investment Management since 2008 and concurrently serves as a senior consultant for Whitney, Bradley & Brown, providing defense consulting in support of the Department of Defense’s Joint Improvised Explosive Device Defeat Organization. Zak Investment Management Company provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, foundations, and charitable organizations. The firm employs fundamental analysis and active allocation strategies across various asset classes, managing accounts primarily on a discretionary basis with a focus on ongoing monitoring and rebalancing.

William Zak is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Zak Investment Management Company, LLC since 2007. Zak Investment Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations on a fee-only basis. The firm manages portfolios across various asset classes, including individual equities, fixed income, mutual funds, and exchange-traded products, and is notable for its willingness to negotiate performance-based fee arrangements and maintain a small, concentrated client roster.