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 strategies that help you navigate a changing market.

For Individuals & Families

Our wealth management services provide clients direct access to hands-on investment management, planning, and advice.

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For Financial Advisors

Our asset management services support financial advisors with tactical strategies to help fortify their client portfolios.

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Different by Design

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

Adaptability

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

Balance

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.

Who We Are

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

What We Do

We research, select, and manage investments for our clients. In doing so, we help investors thoughtfully pursue their goals with research-based strategies built to adjust for changing market conditions. We think a dynamic approach offers advantages over static allocations that lack the ability to increase protection or pursue opportunities.

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Is Your Portfolio Built to Adapt?

We've been serving investors for the last 20+ years, and we welcome the opportunity to talk with you. Get Started Now