About us

At ZLC Private Investment Management, we've created a team of dedicated, proud professionals committed to the success of our clients. Our portfolio offerings consist of experienced third party fund managers who share our sound investment philosophy and our concentration on capital preservation. As the asset management division of ZLC Financial Group, our focus is on tailored wealth management solutions for individuals, trusts and corporations with portfolios of $150,000 and above.

Since our inception, we have expanded our fund offerings and exhibited steady growth as a result of our commitment to client relations and proven returns. From our founding partners, ZLC Financial Group and Vertex One Asset Management, we inherited our philosophy of diversified holdings, of putting clients first, and of capital preservation.

ZLC Private Investment Management was launched as the asset management division of ZLC Financial Group (formerly Zlotnik, Lamb & Company) in partnership with Vertex One Asset Management Inc., a Vancouver - based Fund Manager. With over 60 years experience in the financial services field, ZLC Financial Group provides superior advice, service and products in insurance and retirement solutions, employee benefits and structured settlements. Vancouver-based Vertex One was established in 1997, and manages two unique funds: the Vertex Fund and the Vertex Managed Value Portfolio.