The foundation of Arthur Zaske & Associates extends back to 1979 when the founder of the firm, Arthur E. Zaske, formed the Merrill Lynch Retirement Group, establishing a discretionary investment advisory business within Merrill Lynch. During his time with Merrill Lynch, Mr. Zaske began managing investment assets and developed his strength as an asset allocation strategist. Through the Merrill Lynch Retirement Group, Mr. Zaske helped develop a fee-only service model, which later provided the foundation for an independent investment management firm.
In 1986 Drexel Burnham Lambert hired Mr. Zaske to create a new personal investment management subsidiary. A few years later Mr. Zaske formed a partnership, Zaske, Sarafa & Associates (ZSA), and by 1995 had experienced enough growth to place ZSA on Inc. magazine’s list of Fastest Growing Privately Held Companies.
Throughout his career as an independent advisor Mr. Zaske followed a dual course of individual client investment counsel and broker-referred separate account management or “platform” advisory to a more generic clientele.
In July of 2016 Mr. Zaske formed Arthur Zaske & Associates in order to entirely focus on individual client investment needs rather than the broker-referred “platform” business.
Executive Director - Client Services