Carlson Capital Management is a member of the Zero Alpha Group (ZAG). Founded in 1995, ZAG is an international network of independent investment advisory firms that manage more than $8 billion in assets.
Members of the group are committed to providing objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.
The firms in the ZAG network share a common philosophy about investing and client service-a commitment to passive, tax-managed investment strategies while providing an independent financial planning solution for investors
Our membership in ZAG benefits our clients because it commits Carlson Capital Management to:
- Serve as a provider of quality investment solutions with real value;
- Build investment solutions that are efficient, low cost and risk measured;
- Disclose all relevant information;
- Place the client first, as is our fiduciary responsibility.
- Maintain independence against all outside commercial or personal influences; and
- Subjugate all other goals to the needs of the client.
For more information about ZAG, please visit zeroalphagroup.com.
