Proactive Guidance

Academic research meets real-world application, bringing you a dynamic alternative to static portfolio management.

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Investment Portfolios
Built To Adapt

We craft investment portfolios designed to adjust for changing market conditions. Our goal is to help long-term investors stay within their comfort zone while pursuing opportunities as markets cycle up and down.

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Adaptable Portfolios

Feelings about the market can change over time. Our smart portfolios are geared to adjust.

Fiduciary Standard

We work for you. As a fiduciary, our duty to our clients helps foster an alignment of interests.

Technology + Expertise

Leading technology and professional expertise combine to deliver time-tested strategies.

Independent Advice

Free of any bank or brokerage firm affiliations, our investment guidance is unencumbered.

Fair, Transparent Cost

What you see is what you get. No hidden fees, no sales commissions. Just simple pricing.

Direct Access

No middle man. We research, make investment decisions, and develop investment strategies.

Financial Advisors

Our unique investment strategies can help you deliver more robust portfolios to your clients.

Private Clients

Whether you're a seasoned investor or just starting out, we can help you plan and implement a smart approach to building your investments in an IRA, rollover, taxable, joint, trust, or custodial account.

Institutions

Looking for a fresh perspective? Through our independence, we deliver a creative and honest approach to risk analysis, allocation guidance, and security selection.

About Us

AZA Capital Management is a Registered Investment Adviser (RIA) with the Securities & Exchange Commission (SEC). We serve our clients as a fiduciary and strive to deliver thoughtful and unique investment solutions built upon academic foundations.

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Learn How We Partner With You

We've been serving high net-worth individuals, investment advisors, and institutions for the last 20+ years, and we welcome the opportunity to talk with you.