Zuckerman Investment Group

Zuckerman Investment Group, LLC, established in 2005 and based in Chicago, is a registered investment adviser offering comprehensive family wealth management services. The firm specializes in providing customized investment portfolios, investment management, and financial planning on both discretionary and non-discretionary bases using separately managed accounts. With over $1.7 billion in discretionary assets under management and approximately $146 million in non-discretionary assets, the firm primarily invests in individual equities, fixed income securities, exchange-traded funds, and mutual funds. Zuckerman Investment Group charges a negotiable investment management fee starting at 1% of assets under management for separately managed accounts, with fees billed quarterly in advance. The firm does not charge performance-based fees and serves high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. Investment decisions are supported by the firm's value-oriented approach and internal research team, focusing on businesses with sustainable competitive advantages and strong management teams. Zuckerman Investment Group acts as a fiduciary and provides investment discretion for client accounts, voting proxies on clients' behalf based on recommendations from Glass Lewis, LLC. The firm does not pay for client referrals and has no financial commitments impairing its ability to meet client obligations.