Our Onboarding Process
To learn more about becoming a client of Zuckerman Investment Group, review our onboarding process and complete the form below or give us a call at (312)948-8000.
Introduction
Our relationship begins with an introductory phone call between you and a senior member of our relationship management team to gauge mutual fit and interest.
Video Conference
Our relationship continues with a video conference between to you and a senior member of our relationship management team to review your current balance sheet, financial objectives and risk tolerance.
Proposal
Once we understand your goals and objectives, our team proposes a customized investment strategy detailing how your assets will be managed.
Open Accounts
Our team works with you to open your accounts and transfer in your existing assets to a third-party custodian to be managed on your behalf by Zuckerman Investment Group.
Counsel and Manage
We implement your customized investment strategy and provide ongoing financial counseling and asset management services, in partnership with your estate planning attorney and accountant.