We liberate physicians and business owners from the burden of keeping personal finances in order.
We are an independent fee-only and fiduciary wealth management firm helping clients, not middlemen, build wealth.
Driven by science.
Independent & Analytical
Our investment approach is based on Nobel Prize winning research of Eugene Fama and the philosophy of David Swensen and Warren Buffet. In accordance with this approach, MZ Capital's first step in helping its clients begins with drafting a personal investment plan. The plan is then implemented with the best institutional asset-class funds.
A focus on long term relationships.
Many of our clients are doctors or business owners.
They come to us because they want to be liberated from the burden of taking care of their finances. We serve as their personal CFO and family wealth guardian to help them address all areas of their finances.
We strive to help our clients accomplish many of their life-long goals. We do so, in part, by only accepting clients who are committed to a mutually beneficial long-term relationship.
Leading insights for physicians and entrepreneurs.
The Investment Scientist
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