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ZWJ Investment Counsel

About ZWJ Investment Counsel

ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients, stewarding their wealth since 1982. The majority of investment team members at ZWJ hold a Chartered Financial Analyst® (CFA) designation and have extensive financial markets expertise. ZWJ creates and actively manages custom individual stock and bond portfolios based on client goals, liquidity needs, and risk tolerance. Through close-working relationships built on trust and exceptional client experience, ZWJ guides clients through financial complexities with clarity and transparency working together to build confidence in their financial future.

Min project size

50,000+

Hourly rate

50 / hr

Employees

22

Locations

United States

Year founded

Founded 1974

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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