142 W. York St,
Norfolk, VA 23510
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:
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