|MZ Capital ->|
Bethesda Chevy Chase, MD
McLean Great Falls, VA
Keywords: dfa funds financial advisor
High Impact 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; Michael Zhuang, its founder and principal, is a regular contributor to Morningstar.
We limit ourselves to serving 60 high-net-worth individuals whose time is precious and who want the best experts for their families. We strive to add substantial value in the areas of wealth preservation, wealth enhancement, wealth protection, wealth transfer, and charitable planning.
Download White Paper
To get a better idea of our investment philosophy and our wealth management approach, click to get our white paper at no cost.
Discovery Meeting (or Phone Call)
To find out if we are the right advisor for you, schedule a free discovery meeting (or phone call) with us.
Second Opinion Review
If you already have a financial advisor and are not sure if he/she is doing a good job for you, schedule a free second opinion review with us. We are happy to explore with you whether or not we can add substantial value.
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- Fidelity Investments: Custodian holding client assets
- Dimensional Fund Advisors (DFA): Fama/French Three Factor Model in action, passive asset-class investing funds
Network of Specialists
- Tax planning specialist
- Asset protection specialist
- Estate planning specialist
- Business succession specialist
- Insurance specialist
- Charitable planning specialist
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