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  & Philosophy





142 W. York St, Suite 614
Norfolk, VA 23510

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Firm               Investment Philosophy               Process              Performance


A registered investment adviser, Zak Investment Management Company’s (ZIMCO) overriding goal is to simplify the investment process and make our clients’ financial lives easier. By improving the purity of the investment and client experience, we think that we can achieve this objective.

To these ends, we have designed ZIMCO to increase the interconnectedness of incentives between the principals of ZIMCO, our clients, and the companies that we invest in, as well as to jettison the conflicts of interest that pervade the financial services business.

We are indebted to Warren Buffett for our first two goals: “Rule Number One: Never lose money. Rule Number Two: Never forget Rule Number One.” In addition, you can expect that ZIMCO will strive for the following:

● Invest our money alongside our clients’ money

● Align our (ZIMCO/client) investment interests with executives who are also owners

● Buy good businesses for less than they are worth

● Focus our portfolios on our best ideas

● Search for good stock ideas anywhere in the market

● Outperform the market

● Be at the center of our clients’ financial world without a perverse profit motive

● Know our clients like family

● Set realistic expectations for our clients

● Communicate with our clients in a timely and candid manner

● Provide the necessary framework so our clients can assess our successes and failures

● Offer low minimum fees by industry standards

● Have reasonable & understandable fees

● Provide value for our clients

● Provide a service that we can be proud of

Please spend some time reading about our Investment Philosophy and Process for a more comprehensive discussion of how we view the investment opportunity set, how we capitalize on it, and what are realistic client expectations. If you are new to the world of managed money, and would like a “nuts & bolts” explanation of what it entails, please click on the FAQs section.

If you’re interested in learning more about ZIMCO or becoming a client please click on the Contact Us link, and send us an e-mail or give us a call for a complimentary portfolio evaluation.

Thank you for your interest in Zak Investment Management Company,

William N. Zak, CFA

William N. Zak, CFA
President & Chief Investment Officer

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