You Are A Name Not a Number

ZCM is the right fit when looking for a partner that combines strength of resources with personal attention and flexibility. We offer timely solutions to evolving market opportunities while maintaining a personal connection with every client

ZCM At A Glance

  • Formed in 1991 and became a registered investment adviser in 2005

  • Headquartered in Chicago with additional offices in St. Louis and Milwaukee

  • A dedicated and experienced staff of 58 employees

ZCM is the right fit when looking for a partner that combines strength of resources with personal attention and flexibility. We offer timely solutions to evolving market opportunities while maintaining a personal connection with every client.

Total Assets*

$7.9 Billion

*As of December 31, 2023. Total assets combine both Assets Under Management and Assets Under Advisement. Assets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee-paying and non-fee-paying portfolios. Assets Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.

Committed to giving back

We provide opportunities and resources for our employees to partner with charitable organizations in active support of our communities and those dear to our hearts. Not only do the organizations we work with benefit, it allows our diverse professionals to work and grow in a collaborative culture.

Looking to Invest?

Long-term partnerships start with a conversation so we can gain a better understand your goals and interests and to provide you a deeper knowledge of our approach. Let's start that conversation.

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