Working with Zale Capital is simple. Whatever your financial needs: we’ve got you covered. These are the four most common ways we can serve you to take power over, responsibility for, and ownership of your finances.
Get StartedInvestment Literacy
- Investing education
- Asset Classes (stocks, bonds)
- Investment opportunities and risk
- Portfolio Theory
- Perceptions and myths about money (what you’ve learned)
- Barriers to successfully achieving financial goals (like “should”)
- Power, Responsibility and Ownership of investment decisions (PRO)
- Manage the investment manager
- Investment Policy Statement; the life story that defines financial objectives
Portfolio Management
- Investment Policy Statement; the life story that defines financial objectives
- Actively managed portfolio
- Investment Approach
- Fundamental Analysis
- Portfolio Theory - Efficient Frontier
- Fiduciary responsibility - the client’s interest comes first
- No conflict of interest - no referral or product placement fees
Family Foundation Governance
- Taking ownership of grant decisions
- Growing the corpus
- Next generation participation
- Developing grant opportunities
- Role of the board
- Role of committees
- Spheres of influence
- Blood lines and governance
- Implementing the strategic review
- Honoring the legacy
Generational Wealth Transfer
- Financial literacy
- Asset Classes (stocks, bonds)
- Investment opportunities and risk
- Portfolio Theory
- Perceptions and myths about money (what you’ve learned)
- Barriers to successfully understanding financial goals (like “should”)
- Hubris, decision making and investment responsibility
Other
- Collaboration with other professionals
- Small business support
- Advocacy