In order to invest with ZPR there are two basic steps. The first is to hire us by signing our investment management agreement, which lays out what we will do for you and what we will charge for it. The second is to open and fund a brokerage account for us to manage. This account will contain a portfolio of individual securities bought and sold at the discretion of ZPR, according to the strategy you select. Since you maintain full ownership of the account at all times, all that’s required to have us stop managing the account is just to tell us.
For individual investors, trusts and partnerships, ZPR typically manages accounts which are held at U.S. Bank. We will assist you in opening an account there, titled and custodied in your name. For accounts larger than $5 million we may be able to utilize your existing bank or brokerage relationship. We require the following minimum account values, dependent upon the strategy chosen.
|Small Cap Value||$200,000|
|All Thai Equity||$150,000|
|Grapes Quant Focused||$150,000|
|S&P 500 EQTP (Earnings Quality and True Profitability)||$250,000|