Client Access

Portfolio Insights

Online access for viewing your investment portfolio and performance statements.

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Financial Planning

Every plan starts with a review of personal goals and information. Share securely via our portal.

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Need client access? Call us at 312-429-0880, Option 1.

The Power of Personalized Adaptable Strategies

Putting our clients first through direct personal access and adaptable investment solutions that help you navigate a changing market.

Wealth Management

Personalized advice built upon research and adaptable management to help you navigate changes in life and the market.

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Asset Management

Research and management that powers our advisory team and the strategies used by select clients and external advisors.

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Retirement Plan Services

Customized employer-sponsored plans that emphasize fiduciary compliance, cost efficiency, and retirement readiness.

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Different by Design

Thoughtful pursuit of your financial goals using a balanced, adaptable approach.


We continuously monitor the market and provide truly dynamic investment strategies, so that you can take advantage of opportunities and avoid pitfalls.


Allocations need to be proportional to both the market trends and your specific goals, so that any adjustment comes from a firm footing and a position of strength.

Personal Science

Our strategies are based on academic research and rigorous quantitative analysis, but we never forget that our clients are people, not numbers.

Get to Know Us

We're a knowledgeable team of professionals, working directly for you.

What We Do

We research and analyze market factors and conditions that influence investment performance. Powered by this research, we guide investors to thoughtfully pursue their specific financial goals, while helping to navigate the challenges and opportunities that occur over long-term market cycles.

Who We Are

Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm. We are regulated by the U.S. Securities and Exchange Commission (SEC) and serve our clients' interests as a fiduciary. Our team of professionals is experienced in applying academically-grounded solutions to a wide variety of investment needs.

Meet Our Team

Learn How We Partner With You

We've been serving investors for the last 20+ years, and we welcome the opportunity to talk with you. Why AZA? Contact Us