Ziegler

General information

Ziegler is a privately held investment bank, capital markets, wealth management and proprietary investments firm. Specializing in the healthcare, senior living, education and religion sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading, wealth management and research.

In 1902, B.C. “Ben” Ziegler started an insurance business, loaning money to farmers in West Bend, Wisconsin. Over a century later, we are still committed to the people and organizations we serve. Ziegler’s rich heritage is grounded in integrity, teamwork and innovation. Specializing in the healthcare, senior living, religion and education sectors, Ziegler’s deep knowledge and commitment to these specialty sectors enable our teams to customize creative tailored solutions that meet our clients’ strategic and financial goals.

With over $24 billion of new issue debt since 2000, Ziegler is a recognized leader in not-for-profit underwritings. Our ability to distribute creative fixed-income offerings to both institutional and retail clients makes Ziegler a well-rounded and innovative financial services firm.

No matter what the future holds, one thing is certain…Ziegler will remain committed to advancing the health, wealth, and well-being for our clients, our colleagues and our communities.

B.C. Ziegler and Company | Member SIPC (www.sipc.org) & FINRA (www.finra.org)

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Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Guarantees are subject to the claims-paying ability of the issuing insurance company.

Before investing, consider the investment objectives, risks, charges and expenses of the fund, 529 plan or annuity and its investment options. Contact Ziegler for a prospectus or fact kit or, if available, a summary prospectus containing this information. Read it carefully