ZCM Advisory Group

Institutional investment advisory services tailored to non-profit organizations nationwide. A partner who cares as much about your future as you do.

OVERVIEW | PEOPLE & PROCESSS | SERVICES | INVESTMENTS | CONTACT

Investment Advisory Services for Non-Profit Organizations

ZCM Advisory Group is the right fit when looking for an investment advisor that combines strength of resources with personal attention and flexibility. We offer timely solutions while maintaining a personal connection with every client. We've been delivering investment advisory services to non-profit organizations for more than 30 years, and clients choose ZCM Advisory Group knowing they have a partner who cares as much about their future as they do.

People and Process

We coordinate day-to-day client services beyond portfolio management. Our team members bring extensive experience serving non-profit organizations with an emphasis on high-quality, timely client communication. with the support of highly accessible portfolio management teams.

Craig Vanucci, CFA

Senior Managing Director

cvanucci@zcm.com

Kevin Carlson

Managing Director

kcarlson@zcm.com
Kevin is a Managing Director responsible for servicing institutional asset management clients and marketing the firm’s services. He works closely with clients on investment solutions for both restricted and unrestricted assets, the development and ongoing review of investment policy statements, and clear communication of portfolio strategy and performance. Over the course of his career at ZCM, Kevin has been directly involved with more than $10 billion in bond proceeds and financing-related assets. Prior to joining ZCM, Kevin worked on a healthcare investment banking team, advising non-profit organizations on more than $3 billion in financings. Kevin joined ZCM in 2006.

Matthew O’Neil

Managing Director

moneil@zcm.com

Kevin Hansen

Assistant Vice President

Our Process

Our clients benefit from a collaborative relationship that addresses—and anticipates—the organization’s needs and objectives. We follow a rigorous and disciplined investment management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate.

Scope of Services

Comprehensive advisory services tailored to meet the unique needs of institutional nonprofit organizations

Portfolio Management

Customized portfolio construction, risk analysis, and investment management of bond proceeds

Strategic Planning

Asset allocation analysis, recommendations, and Investment Policy Statement refinement and development

Performance Reporting

Portfolio accounting, customized quarterly reporting and commentary, with online statement access

Credit Research

In-depth credit research and analysis ensuring informed investment decisions

Compliance Assurance

Assurance of portfolio compliance with applicable policies and regulatory requirements

Investments

The ZCM Advisory Group offers active and passive investment strategies by our investment management partners designed to produce the long-term results that are vital for investors to capture performance, mitigate risk, and reach their goals.

Investment Strategies for Bond Proceeds

We offer customizable solutions for investing various bond proceeds. Over the last ten years, we have developed, implemented, and managed over $8 billion in bond proceeds. The primary goal of these strategies is the preservation of capital while maximizing current income through a competitive yield. We have experience reading bond documents and know how to construct portfolios that seek to maximize earnings without pushing boundaries. Clients get consistency and reliability. No surprises.

Let's Discuss Your Investment Goals

F/m Investments, LLC (“F/m”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability.

The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with their financial professionals.