ZAK INVESTMENT MANAGEMENT COMPANY, LLC

Overview

ZAK Investment Management Company, LLC is a small, equity-focused registered investment adviser that manages portfolios for individuals and families and provides portfolio management for small businesses. The firm runs discretionary mandates and favors exchange-traded equities as its primary allocation vehicle, using liquid, market-traded instruments for core exposure. Its fee model combines a percentage-of-assets structure with the ability to charge performance-based fees, signaling a willingness to align compensation with results in select client relationships. Portfolio construction appears driven by direct equity exposure supplemented by pooled products where appropriate. The firm does not identify as an active ESG investor and is not positioned as a multi-state or institutional pension consultant. Advisory activity is concentrated on high-net-worth individuals and family clients rather than on large institutional clients.

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Location & Offices