Several members of our management teams have worked together for over 30 years. Building trust and challenging ideas.
We foster an environment that encourages the sharing of perspectives gained from decades in the investment industry. This collaborative information sharing is valuable to our firm’s internal thought process.
*As of September 30, 2022. Total assets combine both Assets Under Management and Assets Under Advisement. Assets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee-paying and non-fee paying portfolios. Assets Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.
Clients choose Ziegler Capital Management knowing they have a partner who cares as much about their future as they do. While we have a track record of delivering results, we are not constrained by structure or limited in response. We adapt to our clients’ needs. We listen, communicate and act.
Institutional Investors
Corporations | Pension Plans | Taft-Hartley Plans | Public Funds | Municipalities | Endowments | Foundations | Senior Living Providers | Healthcare Organizations | Sub Advisory Relationships | Religious Order | Schools
Individual Investors
Broker-dealer wealth management platforms
High net worth individuals
Ziegler Capital Management was formed as the investment
management division of the Ziegler Companies
Ziegler Capital Management, LLC becomes a standalone registered investment advisor
Ziegler Capital Management acquires Lotsoff Capital Management
The firm acquires Milwaukee based Red Granite Advisors
Missouri Valley Partners (“MVP”) integrates into ZCM
Fiduciary Asset Management (“FAMCO”) team joins the firm bringing a suite of covered call strategies
ZCM broadens its equity investment offering with the acquisition of Piermont Capital Management’s assets including their Small Cap and SMID cap value strategies.
Because we commit to…
Ask the right questions and focus on truly understanding your needs.
Deliver holistic solutions by leveraging the collective experience of portfolio managers, management, analysts as well as our compliance and operational infrastructure.
Foster an entrepreneurial spirit to encourage independent thinking and ingenuity treating your interests and investments as if they were our own.
Leverage the team’s expertise, passion and individual insights to produce repeatable, sustainable and scalable performance solutions.
We provide opportunities and resources for our employees to partner with charitable organizations in active support of our communities and those dear to our hearts. Not only do the organizations we work with benefit, it allows our diverse professionals to work and grow in a collaborative culture.
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