Zuckerman Investment Group

Financial ServicesIllinois, United States11-50 Employees

From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner.

Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and Sherwin Zuckerman, today the firm has grown to oversee $1.8 billion in AUM, spanning over 300 families and individuals across multiple generations. 

The firms offers a holistic spectrum of services, including comprehensive wealth management, asset management, and family legacy planning. The firm is fully engaged with clients in respect to their needs and desires around capital preservation, cash flow requirements, risk tolerance, efficient wealth transfer, philanthropy initiatives, and legacy.

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