Consistent Process with Proven Results
Since 1995, our mission to provide strong long-term outperformance and excellent client service in the institutional marketplace has remained core to everything we do. We have stayed true to our disciplined Value approach by actively seeking opportunities targeting dividend yield, relative valuation, and compelling fundamental catalysts. Additionally, we consistently assess asset caps in place in order to maintain the integrity of the investment discipline.
27 Years. 1 Approach.
Our belief in consistency is embedded throughout the firm and within our culture, informing both our investment strategies and our commitment to clients. Led by the next generation of leadership and guided by our founding legacy, we believe that combining a steadfast strategy with a focused vision gives us a clear advantage in most economic environments.
DRZ Manages $4.8 Billion in Assets
We proudly provide our clients with accessible investment professionals, customized monthly reporting, solutions oriented institutional service, and superior client service.
As of 12/31/22
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.
Impacting Our Community
DRZ is committed to contributing positively toward improving our Central Florida community through corporate sponsorships and volunteerism annually. Our employees also give generously of their time and talents on boards of education, health, and nonprofit leadership committees. In addition, we proudly support our clients in their pursuit of strengthening their local communities. We are dedicated to significant contributions to a portfolio of charitable events annually, on behalf of our clients’ chosen initiatives. Through our efforts, we strive to strengthen our professional and personal partnerships with local and national charities. What matters to our clients matters to us.