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ZWJ Investment Counsel

Investment Management

Specialities :
Active investment management
Active portfolio management
Sec registered investment advisor
Ria
Stocks

+15

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About ZWJ Investment Counsel

What does Zwj investment counsel do?+

ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients, stewarding their wealth since 1982. All investment team members at ZWJ hold a Chartered Financial Analyst (CFA) designation and have extensive financial markets expertise. ZWJ creates and actively manages custom individual stock and bond portfolios based on client goals, liquidity needs, and risk tolerance. Through close-working relationships built on trust and exceptional client experience, ZWJ guides clients through financial complexities with clarity and transparency working together to build confidence in their financial future. Located in the...

What are Zwj investment counsel's specialties? +

Active investment management,active portfolio management,sec registered investment advisor,ria,stocks,bonds,wealth management,retirement planning,financial planning,legacy planning,chartered financial analyst,cfa,certified financial planner,cfp,estates,financial settlements,money manager,fiduciary,philanthropy,charitable giving

What is Zwj investment counsel's industry? +

Zwj investment counsel operates in the Investment management industry.

What is Zwj investment counsel's revenue? +

Zwj investment counsel's revenue is 11m - 100m

What is Zwj investment counsel's company size? +

Zwj investment counsel has 11 - 50 employees.

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