Arthur Zaske &

Arthur Zaske & is a financial services firm that serves individuals, advisers and businesses. It describes its approach as personal and balanced, with direct access to the people managing client money.

Its offering is split into three areas according to who the client is.

Products and services

• Wealth management: investment advice, planning and management for individuals and families.
• Asset management: adaptable investment strategies, built on research and analysis, for financial advisers.
• Retirement plan services: custom qualified plans for employers, designed to raise benefits and cut risk.

Clients

Individuals and families, financial advisers, and businesses that run retirement plans for staff.

Key facts

• Service areas: wealth management, asset management and retirement plans
• Approach: direct personal access to the firm's people