History

Ziv Investment Company is a privately-owned, full-service broker-dealer and registered investment advisor, providing quality investment service to high net worth individuals and institutions. Ziv is also a member of the National Association of Securities Dealers and investments at Ziv are SIPC insured. Bernard G. Ziv Jr. established Ziv Investment Company in 1969 in Chicago as a fully disclosed broker dealer. The innovative firm became a founding member of the Chicago Board Options Exchange in 1973 and calls the Chicago Board of Trading building home.

After more than thirty successful years, Ziv Investment was proud to announce its expansion with a new office in Rockland, Delaware. This boosted the firm’s ability to provide outstanding support, cutting-edge technology, and financial planning services to our clients. In 2012, Ziv enlisted RBC Correspondent Services (RBC CS) as our clearing firm. This enabled us to focus on serving our customers’ best interests through highly effective and customized solutions. The office relocated in 2017 to the heart of Greenville, Delaware where it continues its disciplined approach.

We pride ourselves on the concept of Total Asset Management. We are committed to learning your needs and desires, assessing safety and risk, and developing the appropriate strategy to achieve your goals.

48+

Years in Business

500+

Clients and Partners

Products and Services

In today’s rapidly changing financial markets, you want to entrust your investments to a strong partner. We view the safety and security of the assets in your accounts as a priority equal in importance to the work we do helping you build, enjoy and share your wealth. Through our affiliation with RBC Correspondent Services, our clients have access to products and services that allow investment flexibility. Please contact your Financial Advisor for further information about each of the products offered. Investments should not be made without reading the full disclosure on each product.

Leadership

Peter G. Ziv

President

Peter G. Ziv has more than 25 years of experience in the financial services industry. Mr. Ziv graduated from Haverford College and proceeded to earn his M.B.A from Yale University. He has been invited to discuss investments in many forums, including on NBC's World News Tonight. He has worked as an investment professional in London, New York, and Chicago.

pgziv@zivinvestment.com

Pamela R. Lambert

Principal / FinOp

Pam joined Ziv Investment Company in 2001 as a CBOT bond trader. She previously served as Co-Vice Chairman of the 30-year CBOT Bond Pit Committee. Pam holds a B.S. in Finance from the University of Illinois and studied for her Master’s degree in International Finance at DePaul. She was chosen for the FIN595 Portfolio Management Investment Seminar at DePaul University, where responsibilities included endowment investing. She is currently a member of the DTC Regional Council.

plambert@zivinvestment.com

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