Zero Alpha Group, ZAG
Beaird Harris Wealth Management, Inc. is a founding member of a global network of advisory firms called Zero Alpha Group, or “ZAG”. This international association, founded in 1995, is made up of firms located across the United States, Australia, and New Zealand. These relationships afford Beaird Harris with the opportunity to share intellectual capital with some of the brightest minds in the business. It also allows us to negotiate lower fees with various financial institutions on behalf of our respective clients.
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. Firms in the ZAG network share a common investment and planning philosophy along with a similar commitment to client service. This includes a commitment to highly structured tax-managed investment strategies while providing independent financial planning solutions for investors. In the aggregate, ZAG manages approximately $9 billion of client assets.