Services

Personal investment Management (offered through Fidelity Investments)

Personal investment management combines our disciplined value investing approach and access to your personal investment advisor, Michael Zhuang.

Do you ever wonder what mutual fund managers are doing with your money? At MZ Capital you can expect your investment advisor to explain what he is doing with your investments—and why?

When we say personal, we mean it. Ask questions: get answers. Whether you want to call or sit down with your personal investment advisor, Michael Zhuang, he’ll focus on your investing priorities such as tax or retirement. Your investment advisor can help you rein in your enthusiasm in a bull market or calm your fears when the market retracts.

Long-term investment success requires discipline. And discipline just became easier because your personal investment advisor is only a phone call away.

Contact MZ Capital today for an investment brochure, or call 301-519-8028 and schedule a free consultation with Michael Zhuang.

Simple retirement planning

Your retirement plan doesn’t need to look like a PhD dissertation. We believe your retirement plan should be simple and easy to understand.

Do you know how much money you’ll need to retire without worry? There are a number of important factors to consider, such as inflation, changing tax law, and your life expectancy. Yet these considerations don’t need to be overwhelming. Learn how we can create a simple and straightforward retirement plan that combines our scientific method with a disciplined approach. If your plan is easy to understand, you are far more likely to follow it. And you won’t need a PhD review committee to know if you are on the right track. Keep it simple.

Contact MZ Capital today for a free retirement planning guide, or call 301-519-8028 and schedule a free consultation with Michael Zhuang.

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