Zero Alpha Group (ZAG)
Petersen Hastings is a member of the Zero Alpha Group (“ZAG”). Founded in
1995, ZAG is a nationwide network of eight independent investment advisory firms
that manage a total of more than $6 billion in assets.
Members of ZAG are committed to providing objective, long-term private wealth
management solutions to investors, focusing on asset allocation and a
structured, quantitative approach to investing.
The eight firms that comprise the Zero Alpha Group share a common philosophy
about investing and client service. Specifically, the group shares a commitment
to structured, tax-managed investment strategies while providing an independent
financial planning solution for investors."
Our membership in ZAG benefits our clients because it commits Petersen Hastings
to:
• Serve as a provider of quality investment solutions with real value;
• Build investment solutions that are efficient, low cost and risk measured;
• Disclose all relevant information;
• Place the client first, as is our fiduciary responsibility.
• Maintain independence against all outside commercial or personal influences;
and
• Subjugate all other goals to the needs of the client.
For more information about ZAG, please visit
www.zeroalphagroup.com
