Relyea Zuckerberg Hanson LLC
Relyea Zuckerberg Hanson LLC is an independent investment advisory firm headquartered in Stamford, Connecticut. The firm was founded in 2011 and currently employs around 11 professionals, serving primarily high net worth individuals with approximately $2.1 billion in assets under management as of 2025. RZH Advisors provides comprehensive wealth management and investment advisory services tailored to affluent families and individuals, focusing on personalized service and sophisticated portfolio construction.
Investment Strategy
RZH Advisors employs a diversified investment approach for its clients, focusing primarily on equities and broad-market exchange-traded funds (ETFs) such as Vanguard and iShares. Their strategy emphasizes risk-adjusted returns through asset allocation, long-term growth, and diversification across market sectors and capitalization. Portfolio construction leverages both active and passive investment vehicles and is tailored to fit client objectives, risk tolerance, and time horizons, with significant allocations to large-cap technology, growth and value ETFs, fixed income, and developed international markets.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 12.31% | $117.1M | 244,092 | $259.79 | $479.61 | +$9.4M |
V VTV | VANGUARD INDEX FDS | 8.94% | $85.1M | 456,131 | $138.04 | $186.49 | +$4.0M |
I IWF | ISHARES TR | 5.86% | $55.8M | 119,053 | $239.21 | $468.41 | +$4.6M |
I IWD | ISHARES TR | 4.45% | $42.3M | 207,936 | $143.48 | $203.59 | +$430.4K |
B BIL | SPDR SERIES TRUST | 4.04% | $38.4M | 418,366 | $91.73 | $91.75 | +$4.3M |