Wealth Management

Wealth Management includes investment management and advanced planning. Advanced planning includes tax planning, estate planning, charitable planning, risk management and asset protection. Advanced planning is supported by a network of select specialists. With this service, you will have a personal CFO, who will be your family wealth guardian, trusted counsellor and investment expert all at once. We will make it our mission to help you accomplish all that is important to you.

Committing to such a relationship is an important decision. Let's take it slowly. The first step of the process is to schedule a Mutual Discovery Meeting (or phone call) with us. Send en email to info@mzcap.com with a brief explanation of your situation or call us at 202-556-1689.

Investment Planning - $750 (free for wealth management clients, 10% off for newsletter subscribers)

Success rarely happens without planning. An Investment Policy Statement (IPS) isn't only for the well-heeled who love paperwork. It's a must for all investors. Drafting an IPS brings rigor and discipline to the investment decision process. It's both a blueprint and a report card.

The IPS is an actionable plan that bridges your capital resources with your dreams. We will draft it together. It is made up of the following components:

• Status of wealth and financial goals
• Investment horizon and risk tolerance
• Return objectives
• Strategic asset allocation targets
• Tactical asset allocation guidelines
• Security selection guidelines
• Rebalancing guidelines
• Performance benchmarks
• Rights and duties of the fiduciary and the client

To start the process, send en email to info@mzcap.com.

Portfolio Review - $200 ($100 without written diagnostic report)

You can't cure a patient without diagnosing the illness. Use this detailed review to identify costly problems in your portfolio:

• Conflict of interest: Did your financial advisor load your portfolio with high-fee/high-commission investments?
• Asset allocation: There are eleven major asset classes. Is your portfolio well-diversified across all major asset classes and consistent with your investment objectives?
• Securities selection: Investment winners and losers can be identified using statistical tools. Does your portfolio have losers?
• Tax efficiency: Does your portfolio make money primarily for Uncle Sam or for yourself?

To start the process, send en email to info@mzcap.com.

Hedge Fund/Private Equity Due Diligence - 0.5% of investment

In the opaque world of hedge funds and private equities, you need a investment fiduciary who represents your interest and no one else. Prudence calls for a thorough due diligence by a knowledgeable professional. This service is only for high-net-worth individuals and families.

Financial/Investment Consultancy - $250 per hour/$5000 annual retainer

Two pairs of eyes are better than one. When you make an important financial/investment decision, it's better to have a second opinion from someone who doesn't have conflict of interest. When you encounter an issue in your financial life, you need a sounding board and a problem solver.

To schedule a Mutual Discovery Meeting (or phone call), send an email to info@mzcap.com with a brief explanation of your situation.