Our Clients

VZD Capital Management works with diverse, high-net-worth individuals, multigenerational families, qualified retirement plan participants, entrepreneurs, non-profit communities, and trusts.  We offer a high level of customized investment strategies; therefore, we are not appropriate for the price shopper.  These are individuals who give very little information about their requirements and are just looking for the lowest price. 

We want to enhance and improve the client’s financial well-being beyond advising of an investment strategy.  Our goal is to grow with the client through the various seasons of their lives.  The ultimate mission is to be transparent about investment decisions, for we believe that an informed investor is a happier client.


capital management firm