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ZWJ Investment Counsel

ZWJ believes financial success is best served through a strong relationship and investment strategy.

http://www.zwjic.com/

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CONTACTS AT ZWJIC.COM

ZWJ INVESTMENT COUNSEL INC

Bradford Young

75 14●●●●●treet

Sui●●●900

At●●ta , Georgia, 30309

United States

1.40●●●●2164
by●●●●@zwjic.com

View this contact

ZWJ INVESTMENT COUNSEL INC

Bradford Young

75 14●●●●●treet

Sui●●●900

At●●ta , Georgia, 30309

United States

1.40●●●●2164
by●●●●@zwjic.com

View this contact

ZWJ INVESTMENT COUNSEL INC

Bradford Young

75 14●●●●●treet

Sui●●●900

At●●ta , Georgia, 30309

United States

1.40●●●●2164
by●●●●@zwjic.com

View this contact

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ZWJ Investment Counsel | zwjic.com Reviews
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ZWJ believes financial success is best served through a strong relationship and investment strategy.
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ZWJ Investment Counsel | zwjic.com Reviews

https://zwjic.com

ZWJ believes financial success is best served through a strong relationship and investment strategy.

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Disclosures | ZWJ

http://www.zwjic.com/disclosures

This website is intended to provide a general overview of ZWJ Investment Counsel ( ZWJ ) and its advisory services. The information, including any statements of opinion included, is subject to change and revision from time to time. While we believe the information provided is factual and current, we cannot guarantee its accuracy and completeness. 75 14th Street NE, Suite 2900 Atlanta, Georgia 30309.

2

Investment Philosophy | ZWJ

http://www.zwjic.com/investment-philosophy

Our investment philosophy emphasizes steady growth of principal and income by focusing on high-quality equity and fixed-income securities. Rather than mirror market performance, we seek to outperform within the guidelines of your objectives. Invest in companies with strong profit margins indicating a competitive advantage. Invest in companies with attractive projected growth rates. What We Don’t Do. Invest in the stock of the day. Invest in companies with excessive debt. Try to time the markets.

3

Our Team | ZWJ

http://www.zwjic.com/our-team

Charles L. Abney III, CFA. Charles is a director, portfolio manager and a member of the Investment Committee. He has a bachelor’s degree in history from Davidson College and an MBA from Emory University. A Chartered Investment Counselor, he is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. Tres R. Carpenter, CFA. Krista L. Cosgrove, CFA. Stacey D. Ewing, CFA. Stacey is a principal, the director of Equity Research, portfolio manager and a member of the Inves...

4

About | ZWJ

http://www.zwjic.com/about

Four Decades of Building Trust. ZWJ Investment Counsel has provided highly personalized investment counsel for individuals and institutions since 1974. Our goal is clear and simple: Provide clients with investment returns consistent with their current and future financial needs. A Wealth of Expertise and Experience. All nine Investment Committee members are CFA charterholders. Average investment experience exceeds 20 years; average age is 48. Low client-to-manager ratio, enhancing personalized service.

5

Client Experience | ZWJ

http://www.zwjic.com/client-experience

During our initial meetings, we will build the groundwork for a long term relationship. Clearly define investment objectives. Determine the proper asset allocation. Execute an investment policy statement. We are client-centric and encourage communication. Low client to manager ratio, enhancing personalized service. We typically meet with each client face-to-face two to three times per year. Provide easy-to-read quarterly reports, and monthly reports from the custodian.

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FCSF-Golf

http://www.fostercares.org/2015-Golf

RESCHEDULED* * to Monday, November 16, 2015. White Columns Country Club. White Columns Country Club. Milton, Georgia 30004. Website: www.clubcorp.com/clubs/white-columns-country-club. The Tournament (Player Registration). The event will be played as a 4 person scramble. Driving range and putting green open. Mulligans available for purchase. 12:00 PM: Shotgun start. Box lunch on carts. 2 Drinks on the course - beer, water, or soft drinks Immediately after play:. Individual Player - $250. If you prefer to&...

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http://www.fostercaresupport.com/2015-Golf

RESCHEDULED* * to Monday, November 16, 2015. White Columns Country Club. White Columns Country Club. Milton, Georgia 30004. Website: www.clubcorp.com/clubs/white-columns-country-club. The Tournament (Player Registration). The event will be played as a 4 person scramble. Driving range and putting green open. Mulligans available for purchase. 12:00 PM: Shotgun start. Box lunch on carts. 2 Drinks on the course - beer, water, or soft drinks Immediately after play:. Individual Player - $250. If you prefer to&...

fostercaresupport.org fostercaresupport.org

FCSF-Golf

http://www.fostercaresupport.org/2015-Golf

RESCHEDULED* * to Monday, November 16, 2015. White Columns Country Club. White Columns Country Club. Milton, Georgia 30004. Website: www.clubcorp.com/clubs/white-columns-country-club. The Tournament (Player Registration). The event will be played as a 4 person scramble. Driving range and putting green open. Mulligans available for purchase. 12:00 PM: Shotgun start. Box lunch on carts. 2 Drinks on the course - beer, water, or soft drinks Immediately after play:. Individual Player - $250. If you prefer to&...

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ZWJ Investment Counsel

We believe that our clients’ financial success is best served through a strong relationship and investment strategy that take the long view. ZWJ is privately owned by the eight principals of the firm, all of whom are CFA charterholders. Our team’s average investment experience exceeds 20 years, and our average age is 48. We emphasize steady growth of both principal and income by focusing on high-quality equity and fixed-income securities. 75 14th Street NE, Suite 2900 Atlanta, Georgia 30309.

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