November 14, 2018
E Pluribus Unum*
As an investment advisor, money manager, and teacher, David Zale believes that you have the power over your finances, responsibility for your investments, and ownership of your capital. Zale gives you the right knowledge and education to understand and take charge of your investments and portfolios.
As a fiduciary, David Zale has a responsibility to act in your best interest. Yet he knows that, at the end of the day, it is your money, and ultimately only you know what is best for yourself. Taking ownership of your investment decisions can be liberating; it means that you are directing your manager rather than your manager directing you.
You are entitled to an advisor who listens to you, understands your needs, and respects your choices. You are ready to make a change. You are ready to take charge. You are ready for Zale Capital.I'm Ready
Known universally for his passion, enthusiasm, and empathy, David Zale is the only advisor you will need.
David Zale, CFA, is the General Partner of Zale Capital Management, L.P., a Registered Investment Advisor, founded in 2006. Zale has twenty years of experience in the financial services industry, including both research and portfolio management. Prior to that, Zale worked in the jewelry industry.
Zale is a former Chairman of the Board of the M.B. and Edna Zale Foundation, and currently serves as Chairman of the Investment Committee. Zale has also served as the Chairman of the Investment Committee of Central Synagogue, New York, NY.
His affiliations include the CFA Institute, The New York Society of Security Analysts and the 24 Karat Club of the City of New York.
Zale is a Graduate of the University of Colorado, with a degree in Political Science. He also has the designation Chartered Financial Analyst (CFA).Get in Touch
David Zale, CFA
Zale Capital Management, L.P.
910 Fifth Avenue
New York, NY 10021
This website was designed and developed by Nicolet Schenck
No Rendering of Advice
Zale Capital Management, L.P. ("Zale”) is a Registered Investment Advisor registered in the state(s) of New York and Texas and provides asset management and related services for clients nationally. Zale will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission ("SEC"), as applicable. Zale renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about Zale. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).
Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.
We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Disclaimer of Warranties and Limitations of Liability
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Links to Third Party Websites
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Zale will provide all prospective clients with a copy of the current "Brochure" and “Brochure Supplement” prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.