What We Do / Investment Consulting

AZA Capital Management provides investment consulting to family offices, institutions, and ultra high net worth individuals. Backed by a strong history of providing unique and original asset management, our investment consulting practice is geared to provide inventive solutions to our clients' unique challenges. Services include:

  • Portfolio analysis, risk modeling, and asset allocation consulting.
  • Analysis of private investments for inclusion in asset allocation models.
  • Open-architecture, objective manager and fund recommendations.
  • Consolidated reporting across multiple custodians.
  • Coordination with specialists in legal and tax advice.
  • Third party custody arrangements.