For over 25 years, Edward Zubow, AIF® has been providing brokerage and advisory services to both private and institutional clients. Whether individual or institutional in nature, Ed’s objective is to form a long-term relationship with his clients in an effort to define and help clients work toward accomplishing their financial objectives. His practice is founded on the guiding principles of professionalism, trust, character, integrity, and sound investment advice.
Ed has maintained the Accredited Investment Fiduciary, AIF®, designation since 2009. As an AIF®, he provides Fiduciary Investment Advisory services to families, individuals and institutional clientele including: trusts, endowments, not-for-profit organizations and qualified retirement plans (ERISA Trusts). He works closely with Trust Investment Committees to successfully guide Trustees through the complex investment process. Whether assisting in managing the institutional investment process or focusing on a family’s wealth management objectives, Ed will make every effort to thoroughly understand your goals, seek out and evaluate a wide variety of investment choices.
Ed obtained his BBA in Finance from the WP Carey School of Business at Arizona State University. In his free time, he enjoys volunteering with multiple community-based, charitable organizations, including the Sun Devil Family Charities and serves as Treasurer for the Arizona Chapter of the National Multiple Sclerosis Society.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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