Who We Are / Firm History

AZA's roots extend back to 1979 when the former president and founder of the firm, Arthur Zaske, formed the Merrill Lynch Retirement Group, establishing a discretionary investment advisory business within Merrill Lynch. During that time, Mr. Zaske developed his strength as an asset allocation strategist and began managing investment assets. Through the Merrill Lynch Retirement Group, Mr. Zaske helped develop a fee-only service model, which later provided the framework for an independent investment management firm.

In 1986 Drexel Burnham Lambert hired Mr. Zaske to create a new personal investment management subsidiary. A few years later Mr. Zaske formed a partnership, Zaske, Sarafa & Associates (ZSA), and by 1995 had experienced enough growth to place ZSA in Inc. magazine's Top 500 list of Fastest Growing Privately Held Firms. Arthur Zaske & Associates emerged from the ZSA partnership in 1997, and today the same firm operates as AZA Capital Management.

In 2009 AZA opened an office in Chicago to better serve growing demand throughout the Midwest.

Our goal for the future holds constant. By applying decades of investment experience together with a high level of service, we are focused on delivering a superior experience to our clients. Our aptitude in developing new and unique investment strategies allows us to cater to the diverse needs of investors in ways that many traditional approaches cannot.