HZ Investments Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HZ Investments Inc. provides ongoing portfolio management primarily to high‑net‑worth individuals and charitable organizations. The firm prepares a tailored Investment Policy Statement for each client and advises across equities, mutual funds, ETFs, fixed income and real estate funds.
HZ Investments applies fundamental analysis and a long‑term trading approach, using model allocations together with client‑specific recommendations and quarterly account reviews. The adviser typically operates with discretionary trading authority and will document and honor client‑imposed investment restrictions so long as they do not prevent proper servicing.
Distinctive for its peer group, the firm is operated by a single advisory professional who manages over half a billion dollars in discretionary assets, resulting in an unusually high AUM per advisor and an explicit focus on HNW clients rather than ordinary retail accounts. The firm requires clients to use specified custodians (including Schwab Institutional and Wilmington Trust), does not select third‑party advisers, discloses receipt of custodial research/soft‑dollar benefits, and does not aggregate block trades—features that can affect trade execution and operational arrangements relative to many peers.
Client services
Expertise
Fee options
1.00% annually
Main office
5610 Wisconsin Ave #108
Chevy Chase MD 20815
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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