Atlanta, GA 74 14th Street NE Office

ZWJ Investment Counsel provides discretionary investment management and financial planning to a mix of individual and institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm also offers consulting services such as reporting and performance measurement on other money managers and may recommend private placements to qualified clients.

ZWJ’s investment process emphasizes tailored portfolios across equities, fixed income, and balanced strategies, documented in a written investment policy statement and implemented using fundamental and financial analysis with both long‑ and short‑term holdings. The firm acts as a fiduciary for ERISA and IRA accounts, uses block trading and multiple broker searches for fixed‑income execution, and participates in wrap‑fee arrangements and dual‑contract sub‑advisory relationships.

Notable characteristics include its size and longevity—managing roughly $4.23 billion in assets and tracing its origins to 1982—and its explicit role as a sub‑adviser and consultant to other advisers, which entails customized reporting and ongoing manager monitoring. The firm’s disclosures also indicate it serves a set of institutional clients that are uncommon among similar multi‑team firms (including banking, insurance, sovereign or government‑related entities and state or municipal clients), and it employs third‑party providers for class‑action monitoring while generally not voting proxies for client accounts.