A complete list of active advisors currently associated with Zak Investment Management Company, LLC
Warmer can help you find a great advisor at Zak Investment Management Company, LLC or one who fits your needs even better.
Zak Investment Management Company, LLC provides discretionary investment advisory and portfolio management services to individuals (including high-net-worth clients), trusts, estates, foundations, and charitable organizations on a fee-only basis. The firm does not provide financial planning, estate planning, or accounting services and generally charges asset-based advisory fees. Zak’s investment process uses fundamental analysis and allocates across individual equities, fixed income, mutual funds and ETFs — including inverse and leveraged funds — employing long-term, short-term and trading strategies with ongoing monitoring and rebalancing; the firm also treats cash and cash equivalents as a material component of client allocations. Accounts are typically managed on a discretionary basis with custodial relationships (commonly Schwab) and the brochure highlights the higher transaction and fund-level risks associated with active trading and leveraged/inverse products. Notably, Zak may negotiate performance-based (incentive) fees with eligible clients — generally described in the brochure as ranging from about 10–15% of realized and unrealized profits — and it discloses the conflict-of-interest and potential for riskier investment incentives that such side-by-side fee arrangements can create. The firm manages a modest number of client relationships and assets (roughly $50.5 million across about 20 clients) and maintains written policies addressing personal trading and related conflicts, while clients retain responsibility for voting proxies.
To learn more about the advisors currently working at Zak Investment Management Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Zak Investment Management Company, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Norfolk, VA
| 19
| |
HiLLSBOROUGH, NC
| 17
|
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