THE WORLD’S LEADING
Investment Company

Identity

Who we are

Zurich Capitals Inc. was founded in 2011. From the start, Zurich Capitals Inc. has managed discretionary assets with a fundamental belief in capitalism and free capital markets.
We started with the simple notion that supply and demand are the sole determinants of securities pricing. We combine this with the belief that capital markets are relatively efficient discounters of widely known information.
Thus, to add value through active investment management, we believe one must identify information not widely known or interpret widely known information differently—and correctly—from other market participants.

Zurich Capitals Inc. manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Our Culture & Mission

Making Investing accessible to everyone

Client Focused

Since our founding in 2011, we’ve done things differently than other investment firms—not just to be different, but because we believe it makes a difference for our clients. We designed our business to always put our clients first. We separate service, sales and portfolio management roles to ensure you’re always working with someone focused in their area and on you. We believe this division of labor ensures you have our undivided care at every step of our relationship.

Investment Experience

Zurich Capitals Inc.s’ five-member Investment Policy Committee (IPC), supported by a dedicated research staff, make all strategic investment decisions for client portfolios. The IPC has over 150 combined years of industry experience.

Top-Down, Global Investment Approach

Our time-tested, top-down portfolio management approach starts by analyzing broad global economic, political and sentiment factors. Using that analysis, we find opportunities across investment categories before narrowing down to the specific securities we believe will perform well moving forward.

Independent

We’re privately held, which means we control our destiny and aren’t beholden to shareholders or outside interests. In our view, our independence means we are better able to do what’s best for our clients and think differently from many in our industry.

Trading Locations

Our Trading offices

Disclaimer: the displayed datacenters represent only a fraction of the trading operations we own. Since security and customers protection are our higest priorities, not all data centers are shown, nevertheless we are able to take footage and setup live feeds at low risks locations and we do without disclosing sensitive information or critical intellectual property.