Zuckerman Investment Group

At Zuckerman Investment Group, we provide clients with a complete offering of financial counseling and investment management services. Our financial counseling practice develops a personalized financial plan and an asset allocation for clients that is tailored to their unique financial objectives and risk tolerance. Our investment management practice implements each client's asset allocation using a range of proprietary and third-party investment strategies to promote wealth preservation and long-term capital appreciation by following a disciplined, value-based approach. Our Story Zuckerman Investment Group was founded in 2005 by Sherwin Zuckerman and Daniel Zuckerman to provide financial counseling and investment management services with an uncompromising commitment to three foundational principles: A disciplined, value-based approach to investment management which emphasizes wealth preservation and long-term capital appreciation by focusing on easy-to-understand investments. Personal client relationships built by using a friendly and consultative approach with the goal of becoming our clients' trusted financial counselor. A direct alignment of interests with clients by managing Zuckerman family and employee investments directly alongside those of our clients.