Chicago, IL Office
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Zuckerman Investment Group
Team
Firm-wide stats for Zuckerman Investment Group
About
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.
Based on Zuckerman Investment Group
Location
155 North Wacker Drive, Suite 1700
Chicago IL 60606
Advisors at this office
4
Advisors at this office
William E
Series 63, Series 65
Chicago, IL
Zuckerman Investment Group
William Enoch is a financial advisor at Zuckerman Investment Group in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Zuckerman Investment Group since 2007. Outside of his advisory role, he operates a floral business in Wheaton, IL. Zuckerman Investment Group serves high net worth individuals, families, trusts, and charitable foundations by offering customized investment portfolios and comprehensive wealth management. The firm employs a value-oriented, long-term investment approach supported by internal research and team collaboration, managing approximately $1.9 billion across seven advisors.
Keith S
CFA®, Series 63
Chicago, IL
Zuckerman Investment Group
Keith Schicker is a CFA® charterholder with six years of industry experience. He has been with Zuckerman Investment Group, LLC since 2013. The firm provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. Zuckerman Investment Group follows a value-oriented, long-term investment approach, managing approximately $1.9 billion across seven advisors.
Daniel Z
CFA®
Chicago, IL
Zuckerman Investment Group
Daniel Zuckerman is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Zuckerman Investment Group, formerly Asset Management Investors, since 2005. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach focused on customized portfolios and tax-aware management across individual equities, fixed income, ETFs, mutual funds, and select alternative assets.
Daniel H
CFP®
Chicago, IL
Zuckerman Investment Group
Daniel Howard is a CFP® professional with four years of experience at Zuckerman Investment Group in Chicago. Prior to joining the firm, he held positions at Epic Systems and various roles related to education and local community organizations. Zuckerman Investment Group offers comprehensive wealth management services to high-net-worth clients, employing a value-oriented, long-term investment approach across equities, fixed income, ETFs, mutual funds, and selective alternatives. The firm also manages the privately offered pooled vehicle ZVS LLC and provides customized financial planning with regular client communication.
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