Birmingham, MI Office

Zuckerman Investment Group provides comprehensive family wealth management services, including customized investment portfolios, investment management, and financial planning, to high‑net‑worth individuals and families, trusts, partnerships, retirement plans, and charitable foundations. In addition to separately managed accounts, the firm also advises a privately offered pooled investment vehicle (ZVS LLC).

The firm follows a value‑oriented, long‑term investment approach supported by in‑house research and recurring investment team meetings, primarily investing in equities, fixed income, ETFs and mutual funds while selectively recommending alternative assets such as private equity and real estate funds. Client relationships are established with an initial assessment and ongoing communication and are managed on both discretionary and non‑discretionary bases, with quarterly written reporting.

Noteworthy for a firm of its size, Zuckerman acts as adviser to and portfolio manager for ZVS LLC, a pooled vehicle that invests in a third‑party Underlying Fund and is subject to separate offering documents and audited financials, and the firm indicates it may provide similar services to other pooled vehicles in the future. The firm also makes use of limited‑circulation investment publications and soft‑dollar research arrangements in its research process and employs a custodian‑based pricing hierarchy for valuing certain securities.