Zale Capital Management

Zale Capital Management provides custom investment management services for individuals on a discretionary basis. The firm focuses on tactical asset allocation strategies designed to reduce risk and improve performance, utilizing a wide range of investments including stocks, bonds, mutual funds, options, and private funds. Zale Capital Management tailors its approach to each client's specific objectives and risk tolerance, and can also provide ongoing monitoring and trade recommendations for assets held at other custodians. The firm is led by David Zale, who holds the Chartered Financial Analyst designation and serves as the sole investment advisor.