Consistent Process with Proven Results
28 Years. 1 Approach.
DRZ Manages $4.5 Billion in Assets
Defined by Legacy
We are, and forever will be, a Value focused boutique dedicated to our singular approach that we have followed for decades. Combining dividend yield and relative valuation with fundamental catalysts, we are powered by our investment philosophy. Our investment discipline is clearly defined and consistently executed.
Built to Serve
Our firm’s mission is to provide superior investment performance and customized service to our clients. We achieve this by always keeping our employees’ and clients’ interests aligned. We are here to truly understand and anticipate our clients’ goals and needs, providing dedicated support and easy access to key decision makers.
One Team, One Goal
Our team has worked alongside each other for decades, founded on the tenets of mutual respect and open communication. We are 100% employee owned, operating together under one roof. We call ourselves the ‘DRZ Family,” where shared success is not an outlier, but the norm.