ZWJ Investment Counsel Employee Directory
Investment ManagementGeorgia, United States11-50 Employees
ZWJ Investment Counsel is a SEC-registered investment adviser based in Atlanta, operating as a boutique investment services firm. It serves affluent and high-net-worth clients as well as individuals, corporations, and non-profits by designing and actively managing customized portfolios of stocks and bonds aligned with each client's goals, liquidity needs, and risk tolerance. The majority of its investment team holds the Chartered Financial Analyst designation, and the firm operates as a fiduciary in pursuing client objectives. With a service approach focused on attentive communication and responsiveness to market changes, portfolio managers build long-term relationships and provide clear updates on client portfolios. Founded in 1982, the firm has established its base in the Midtown area of Atlanta, above the Four Seasons Hotel.