A COLLABORATIVE TEAM to count on

We believe our clients deserve exemplary service, and we are committed to delivering. We pride ourselves on offering the extensive capabilities required to develop tailored financial solutions, with the intimate attention of a boutique firm. Our team seeks to seamlessly integrate with your office, assessing the unique needs and objectives of your institution. We take the time to get to know the principles upheld by your organization, as well as your fiduciary responsibilities, before crafting strategies designed to meet your objectives.

A superior quality of service requires a disciplined and objective approach. When carefully selecting managers and securities for your investment portfolio, we use our in-depth capabilities to narrow the investment universe to those that match your corporate profile, risk tolerance and preferences. We understand that while growth is important, capital preservation is, too.

This is what exemplary service looks like for an institution that requires the utmost attention to detail. With your long-term objectives in mind, we prudently monitor and tactically adjust your portfolios as needed, in an effort to consistently add value, preserve capital and align with your objectives. We seek to propel your institution’s mission forward, providing critical support and innovative solutions so that you can stay on top of the finer details and see the bigger picture.

The Bryan Zaks Team was named to the 2022 Barron’s Top 100 Institutional Consulting Teams^† in the nation! We are grateful for our clients who have placed their trust in us and will continue to provide superior service, objective advice, and an overall elevated advisory experience.