You’re a name, not a number

“Ziegler Capital Management is the right fit when looking for a partner that combines strength of resources with personal attention and flexibility. We offer timely solutions to evolving market opportunities while maintaining a personal connection with every client.”

SCOTT ROBERTS
President and Chief Executive Officer

Trust  |  Clients  |  History  |  Promise  | Community

You’re a name, not a number

“Ziegler Capital Management is the right fit when looking for a partner that combines strength of resources with personal attention and flexibility. We offer timely solutions to evolving market opportunities while maintaining a personal connection with every client.”

SCOTT ROBERTS
President and Chief Executive Officer

Trust  |  Clients  |  History  |  Promise  | Community

$11.3 Billion Total Assets*
81 Employees & Growing
Chicago (HQ), New York, San Fran, Milwaukee, St. Louis

*As of 3/31/2018. Total assets combines both Assets Under Management and Assets Under Advisement. Assets Under Management represent 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.

It’s always about Trust

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.

Earning the trust of our clients is central to how we manage our business. Always has been. Always will be.

Clients we serve 

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

History of ZCM

Investing in our people from Day One

1991
Ziegler Capital Management Formed

Ziegler Capital Management was formed as the investment
management division of the Ziegler Companies

2009
New Leadership

Scott Roberts becomes Chief Executive Officer

2011
Lotsoff Capital Management Acquisition

Ziegler Capital Management acquires Lotsoff Capital Management and was renamed Ziegler Lotsoff Capital Management

2012
Red Granite Acquisition

The firm acquires Milwaukee based Red Granite Advisors

2013
Ziegler Capital Management Renamed

Ziegler Lotsoff Capital Management became a wholly owned subsidiary of Stifel Financial Corporation and was renamed Ziegler Capital Management

2014
MVP Integration

Missouri Valley Partners (“MVP”) integrates into ZCM

2015
FAMCO Joins Firm

Fiduciary Asset Management (“FAMCO”) team joins the firm bringing a suite of covered call strategies

2015
TWCM Integration

Thomas Weisel Capital Management (“TWCM”) integrates into ZCM

2015
BPG Acquisition

The portfolio management team of Barclays’ Wealth and Investment Management, Americas (“BPG”), previously acquired by Stifel, integrates into ZCM

When you partner with ZCM you…

    

Get understood

Because we promise to…

Ask the right questions and focus on truly understanding your needs.

Get collaboration

Deliver holistic solutions by leveraging the collective experience of portfolio managers, management, analysts as well as our compliance and operational infrastructure.

Get innovation

Foster an entrepreneurial spirit to encourage independent thinking and ingenuity treating your interests and investments as if they are our own.

Get success

Leverage the team’s expertise, passion and individual insights to produce repeatable, sustainable and scalable performance solutions.

Committed to giving back

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.

“I like being a part of a company that believes in making a positive difference in the communities where we live and work. It helps build camaraderie among my colleagues and gives me lifelong memories to hold on to.”

— TAYLOR ROSELLINI