ZWJ Investment Counsel Inc.
ZWJ Investment Counsel Inc is an independent investment advisory firm based in Atlanta, Georgia. Established in 1981, the firm offers discretionary investment management and portfolio advisory services primarily to individuals (including high net worth individuals), charitable organizations, pension and profit-sharing plans, and corporations. With approximately 19 employees, ZWJ Investment Counsel focuses on personalized portfolio solutions and tailored service. The firm is SEC-registered and serves a regionally diverse client base throughout the United States.
Investment Strategy
ZWJ Investment Counsel implements a disciplined, long-term investment philosophy tailored to the unique goals and risk tolerances of each client. The firm emphasizes a diversified approach across equity and fixed income markets, constructing portfolios comprised of high-quality individual securities within a framework of fundamental research and active management. Focus areas include leading large-cap equities, income-producing assets, and tax efficiency. Strategic asset allocation decisions are based on rigorous analysis, with client-specific customization and ongoing risk management as central tenets.
Top Holdings
Equity Positions (244)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 4.15% | $117.5M | 482,425 | $54.97 | $243.55 | +$31.7M |
O ORCL | ORACLE CORP | 3.92% | $110.9M | 394,449 | $36.80 | $281.24 | +$6.2M |
N NVDA | NVIDIA CORPORATION | 3.75% | $106.1M | 568,887 | $13.01 | $186.58 | +$9.7M |
M MSFT | MICROSOFT CORP | 3.71% | $105.0M | 202,790 | $65.11 | $517.95 | +$4.2M |
A AVGO | BROADCOM INC | 3.71% | $105.0M | 318,188 | $28.25 | $329.91 | +$6.3M |