Zuckerman Investment Group

Zuckerman Investment Group provides comprehensive family wealth management services, including customized investment portfolios, investment management, and financial planning. They manage investments on both a discretionary and non-discretionary basis using separately managed accounts. Clients establish a custodial relationship with an independent bank or brokerage firm. They primarily invest in exchange traded individual equity securities, fixed income securities, exchange traded funds and mutual funds. On a limited basis, they may recommend alternative assets including private equity funds, real estate funds and other alternative funds.