Krista Cosgrove's Contact Details

Krista Cosgrove's Company Details

ZWJ Investment Counsel

Atlanta, GA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

ZWJ Investment Counsel, a SEC Registered Investment Advisor (RIA), is an Atlanta-based boutique investment services firm working with affluent and high net worth clients, stewarding their wealth since 1982. All investment team members at ZWJ hold a Chartered Financial Analyst® (CFA) designation and have extensive financial markets expertise. ZWJ creates and actively manages custom individual stock and bond portfolios based on client goals, liquidity needs, and risk tolerance. Through close-working relationships built on trust and exceptional client experience, ZWJ guides clients through financial complexities with clarity and transparency working together to build confidence in their financial future.Located in the tower above the Four Seasons Hotel in Midtown, ZWJ is distinguished by the high touch service it offers its clients. Portfolio managers work to build long-term relationships with clients through active listening, being responsive to needs, and as fiduciaries always working towards client goals. ZWJ takes a pragmatic approach to investing, prudently managing clients' assets to achieve their financial objectives. By managing investments directly, ZWJ is responsive to market changes and offers the flexibility to build individualized portfolios based on exacting needs.Advising individuals, corporations, and non-profits, ZWJ portfolio managers communicate directly with clients, sharing financial updates in a clear and effective manner. ZWJ's well-credentialed and trusted professionals partner with clients to help them strategically navigate the complex financial landscape.