Wealth Management

Wealth Management

Within a carefully selected financial plan, we will assist you in assembling a balanced equity portfolio ? structured for solid returns and long term growth. We will provide you with research to enable you to make your important investment decisions. You can rely on Zigler’s investment knowledge supported by its expertise in key sectors and industries globally through developed market equities and emerging market equities.

Investors can gain exposure to private equity through direct investment in privately-held companies or specialized private equity funds. The possibility of higher returns over the longer time horizons is the reason private equity investors typically sacrifice the immediate liquidity of public equities.

Private equity covers a variety of investment opportunities and can be divided into the following broad categories:

  1. venture capital equity
  2. leveraged buyout
  3. special situations

Our team has more than 75 years of asset wealth management experience and our professional money managers have managed stock portfolios exceeding an aggregate value of $350 million for international high net worth clients.

We implement a confidential process with our clients and diligently review, analyze and assess our clients’ assets and consider their investment goals with a view to maximizing ROI (return on investment).

  1. access to world capital markets
  2. trading in traditional securities; and
  3. investment portfolio management

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