• HOW TO BECOME A CLIENT
    To learn more about becoming a client of Zuckerman Investment Group,
    please contact us at (312) 948-8000, or click here to email us.
HOW TO BECOME A CLIENT
To learn more about becoming a client of Zuckerman Investment Group, please contact us at (312) 948-8000, or click here to email us.

OUR ONBOARDING PROCESS:

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.

In-Person Meeting

Our relationship continues with an in-person meeting 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.