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Home > Financial Services > Stock Brokers > K&Z Partners, LLC
K&Z Partners, LLC
K&Z Partners, LLC is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
K&Z Partners, LLC is one of the premier independent providers of asset and risk management solutions for high net worth individuals, family, offices and financial intermediaries.
The Company as an independent agent with significant experience and transaction flow has access to all of the major commercial, investment banks and other high quality derivative underwriters. The decision to buy, sell or hedge a low basis stock position is among the most sensitive for many families and their advisors. They act strictly as a consultant on behalf of the client or the client’s advisors. They not only bring experience, resources and knowledge but also an independent and objective opinion to this process.
To serve the needs of their clients, the principals of company bring over 50 years of experience working at major investment banks, accounting firms, law firms, U.S. Securities and Exchange Commission. Since 1998, the principals have helped clients and their advisors successfully complete hedging transactions having a fair market value more than 5 billion dollars. The Company by aggregating this transaction flow is able to obtain compelling institutional pricing and contractual terms for their clients and their advisors.
In addition to their relative strength in the market, they have developed their own proprietary pricing tools that allow for real time institutional pricing. This provides them with the resources that allow them to most effectively negotiate the best possible terms for their clients. The company's goal is to have steady growth through working closely with their customers to help them succeed.
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