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.

• Wealth preservation involves prudent investing to ensure money grows steadily.
• Wealth enhancement uses tax planning to keep more of what clients make.
• Wealth protection protects clients' assets from catastrophic losses.
• Wealth transfer ensures that heirs are taken care of financially.
• Charitable planning creates a lasting legacy.

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.