At AZA Capital Management our clients range from young professionals to retired couples, from financial advisors to family offices and institutions. What they all share is a desire to better navigate the investment risks and opportunities that flow from economic, financial, and political events.
As a result, we place an emphasis on the ongoing management of portfolio allocations over time and in relation to changing market conditions.
- Private company established in 1997.
- Regulated by the U.S. Securities and Exchange Commission as a registered investment advisor.
- As a fiduciary, we serve as an advocate for our clients.
- We provide fee-only advice to better align ourselves with our clients' interests.
- Headquartered in Chicago. We have Midwestern roots with a national reach.
A team-based approach enables the resources of our entire organization to deliver rational, creative, and intellectually grounded investment solutions to each client.