HZ INVESTMENTS INC.

Overview

HZ Investments Inc. is a fee-based portfolio manager that works primarily with individual and family clients and small businesses. The firm operates on a discretionary basis and favors equity-led portfolios, allocating a significant portion of client assets to exchange-traded equities. Its offering centers on separately managed account structures and blended use of pooled vehicles where appropriate. The firm does not identify as an active ESG investor and charges clients on a percentage-of-AUM fee model. HZ Investments’ client profile and custodial relationships indicate a mix of high-net-worth private clients and fiduciary or trust relationships. That mix supports both liquid, listed-equity strategies for taxable and non-taxable accounts and more bespoke allocations where needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices