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The nine firms that comprise the Zero Alpha Group (ZAG) share a common philosophy about investing and client service. Specifically, the group shares a commitment to a smarter approach to investing that is based on the following important assumptions:

• Global diversification reduces risk and enhances returns.
• Lower expenses increase investment returns.
• The management of tax liabilities is just as important as expenses to overall investment returns.
• Active management adds speculative risk and does not work over time. What is known as "passive management" or "index investing" is the superior approach for investors.
• An effective investment strategy should be integrated with an overall financial plan.