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Our Industry Partnerships

Zero Alpha Group

Zero Alpha Group (ZAG) is a national network of wealth management firms committed to applying the best financial thinking to serve clients in a fiduciary capacity.

These firms are fiercely independent and entrepreneurial, yet share a common bond in their investment philosophy, wealth management approach, and client focus. All members are committed to providing objective, long-term private wealth management solutions, which include customized investment strategies guided by Modern Portfolio Theory and informed by the latest academic research.

ZAG functions primarily as a business resource and professional support network for the member firms. The network’s collective buying power renders access to institutional investments and services, helping member firms offer solutions that are objective, cost-effective, and customized. ZAG also provides a venue for members to gain an advanced professional education, exchange business ideas, and explore new financial solutions. This close affiliation also encourages professional accountability as members challenge one another to attain higher levels of client service and technical expertise.

aRIA

The alliance for Registered Investment Advisors (aRIA) is a think tank of successful entrepreneurs seeking to proactively improve the future of the RIA industry by building a culture of continuous learning. Each aRIA member has made a commitment to grow via acquisition, adding a new business line, or by recruiting advisors. What makes aRIA different is that all member firms have a unique proposition to help advisors scale and maximize the value of their business. aRIA members meet regularly to share knowledge and help each other grow and scale their businesses. The alliance regularly releases thought leadership pieces for advisors seeking a model change, best practices to grow their business, or tested strategies to more effectively manage a business.