FROM WISDOM TO WEALTH

  • RESEARCH-DRIVEN INVESTMENT ADVISORY

    Superior research is our overriding corporate focus. While other firms sell products, we are passionate about doing our own research, training our own analysts, and finding unique opportunities that could make a difference in people's lives.

  • ZENWAY = ZEN WISDOM + WARREN'S WAY

    Merging time-tested Zen wisdom into the proven Warren Buffett Way, we developed a system of unique practices and strategies that, when applied with focus and discipline, could bring financial bliss to families and businesses around the world. Therefore, our name: A Zenway to Wealth!

  • INDEPENDENT & OBJECTIVE

    Overseeing client assets through separate accounts and partnerships, we strive to provide independent and objective advice through a team of financial, tax and legal experts. We go the extra mile to make investing simple and enjoyable, as it should be, through intelligent and systematic reduction of risks, costs, taxes and hassles.

Testimonials

"Brian Zen is a very good teacher and a serious value investor. Everything he does makes sense."
Mike Onghai, CFA
Portfolio Manager
IBIS Asset Management

"Brian Zen clearly has an extraordinary understanding of a range of value investing logical patterns, and has used this remarkably deep wisdom to create surprisingly simple rules for intelligent investing."
Shai Dardashti
Managing Partner
Dardashti Capital

 

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Wealth Management

We design and monitor your portfolio with painstaking care so you can enjoy peace of mind.

We do our own research through our global network of analysts and trainees under the guidance of seasoned portfolio managers. read more

Estate & Tax Planning

Reducing your taxes and passing your wealth to your heirs require special expertise.

With a team of investment, legal and tax professionals, we help you to minimize your taxes and maximize your estate. read more

Research & Training

The best way to learn and do research is to teach.

What's why we, as wealth creation practitioners, are passionate about teaching research and conducting battle-field research workshops. read more


 

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