Co-Invest Disclaimer

Important information about RZH Advisors co-ownership of recommended investments.

The owners of RZH Advisors will generally be invested in each investment which we recommend to a client.  Exceptions to this include positions inherited from the client’s previous custodian/manager as well as accounts and situations where our preferred investments are either not available or the account/investment entity has a preselected, limited choice of investments.  This includes, but is not limited to, employer sponsored retirement plans, 401k plans, 529 plans, variable annuities and donor advised funds.   In addition, we may not be invested in exchange traded funds which are required in an account in order to satisfy margin or collateral requirements.