High Value DFA Advisor

DFA funds are the best building blocks for a wealth preserving investment portfolio. According to Forbes magazine, the smartest people alive in finance - those who have done the most to advance our understanding of how the stock market really works, e.g., Nobel Prize candidates Fama and French and Nobel Laureates Scholes and Miller - have their money in DFA funds.

DFA funds are only accessible to retail investors through select DFA-approved financial advisors. MZ Capital is one of those advisors; we focuses on serving high-net-worth individuals (primarily business owners and doctors between 40 and 55) whose time is precious and who are looking to delegate their family finance to a trusted expert.

MZ Capital does not provide low-cost access to DFA funds. Instead, it strives to add substantial value to its clients in the areas of wealth preservation (for which DFA funds are a useful tool), wealth enhancement, wealth protection, wealth transfer, and charitable planning.

• Wealth preservation involves prudent investing to ensure money grows steadily.
• Wealth enhancement uses tax planning to keep more of what clients make.
• Wealth protection protects clients' assets from catastrophic losses.
• Wealth transfer ensures heirs are taken care of financially.
• Charity planning creates a lasting legacy.

Consultative Wealth Management Process

We deliver these services by using a consultative process to uncover value, needs, goals, and obligations of clients and coordinate the team of experts to close the gaps between where clients are and where they want to be.

Focus on Relationship

All of the above can't be done without trust; therefore, relationships with clients and experts who help clients are the cornerstones of our practice. We only accept clients who see substantial value in a long-term relationship with us.

Discovery Meeting

Let's find out if we are a good fit, email info@mzcap.com or call 202-556-1689 to schedule a Mutual Discovery Meeting (or phone call) with us.