Proprietary Asset Management Designed For Your Long-Term Financial Security

Independent. Bold. Forward-Thinking. We guide you toward your best investments.

You have unique needs. We get to know you, your business, your family, and your goals in life.

That’s how we see the big picture and help you at every stage in your life.”

– Mike Fisherman
, Partner & Portfolio ManagerZuckerman Investment Group
Michael Fisherman

Skip The Fads. Avoid The Risk. Focus On Your Goals.

Long Term

We invest with long-term client outcomes in mind, eschewing short-term trends and fads.

Business-Minded

We evaluate potential investments by focusing on the cash flows of the underlying business.

Opportunistic

We view volatility as an opportunity, not a risk.

Prudent

We insist on a margin of safety and downside protection for each investment we make.

Independent

We independently and fully evaluate each investment, regardless of others’ opinions and efforts.

Alignment of Interests

We invest our assets directly alongside yours, aligning our interests with yours.

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No Panic. No Rush. Nothing But The Big Picture.

When the market briefly rises, everyone rushes to get in on it. When it dips, everyone sells. Everyone wants to outperform others in all cycles.

But you can’t. That’s not sustainable. And trying to do so doesn’t always make you come out ahead.

Our philosophy is simple: discipline and patience are key to long-term success.

It’s not going to make headlines. But it can make you happy.

Volatility and Risk Can Be Managed and Leveraged.

For some clients, the risk is tolerable. For others, it is welcome. For others, it is a mix.

By looking at the the market and at the business foundations of potential investments, we can make smart decisions that benefit from uncertain markets.

You don’t have to run into risk. You don’t need to shy away from volatility. Our strategies leverage both for your long-term gain.

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We’re Investing Alongside You

Putting Our Money Where Our Advice Is

How do you know we’re giving you unbiased advice with your long-term future in mind? How can you be sure that we’re not pushing products or strategies that we don’t believe in?

Simple. It’s our future, too.

We are investing our personal assets alongside yours. This alignment means we all rise together. It’s how we serve you.

Being in this together is not just a slogan: it is the guiding principle of our firm.

It’s Your Future. We Tailor A Plan Around You

How does our team tailor your investment strategy? It’s pretty easy.

We get to know you. We learn about your goals. We apply our expertise and experience to get you there.

Location of Assets

Where are your assets located?

What is the amount of your assets?

Liquidity Needs

How much do you withdraw on an annual basis?

Do you have any significant upcoming expenses?

Time Horizon

When will you begin to withdraw from your account?

What is the timeframe of upcoming expenditures?

Risk Assessment

How would you characterize your risk tolerance?

What is your previous experience with investing?

The Zuckerman team sharing advice in the office.

Work With a Team That Wants To Earn Your Trust

No minimums. No demand to see everything you own. We want to earn your trust and earn your business. We know we’ll show you why our strategy works best for your life.