about
East Meets West
A stronger and more diversified economy
Connecting Borders, Linking Economics, Generating Prosperity
C&Z GLOBAL Advisors is a multidisciplinary advisory firm, offering a broad range of professional Services and providing outstanding expertise, transactional record, an unmatched footprint in Our Geography and unique access to the private sector and public sector, at Federal and State level, as well as the ability to effectively serve clients in both primary and dynamic secondary markets that have proven robust economic growth, and to identify -nationally and internationally - FDI, M&A, Infrastructure, Economic & Business Development opportunities, projects, as well as construction, operation and technology partners.
At C&Z GLOBAL Advisors you are connected to a full platform of capabilities and expertise in major industry clusters, asset classes, infrastructural sectors (see Sectors We Serve) to effectively focus and deliver on your priorities. Read more at Mission,Services, and Focus Points.
C&Z GLOBAL Advisors does not provide, nor any of the professional services rendered by C&Z GLOBAL Advisors constitute or contain, any advice on legal, tax, insurance, financial or investment matters. C&Z GLOBAL Advisors does not:
- trade nor manage any securities, including but not limited to equities, corporate bonds, municipal bonds, debt securities, asset-backed securities, futures, options, etc.
- provide advice about purchasing, selling or trading securities or derivatives, versus other types of investments,
- provide advice about asset allocation and/or reports or analyses concerning securities, even if not specific securities.
- provide selective lists of securities, or any information organized or presented in a manner that suggests the purchase, holding, or sale of any security
- advise clients as to the relative advantages and disadvantages of investing in securities in general, nor specifically. advise clients with respect to the retention of investment managers, or other securities professionals or legal and tax counsels.
- offer financial planning services, including but not limited to It goes on to explain that these financial planning subject areas generally include, but are not limited to: (1) cash flow analysis/planning and budgeting, (2) Insurance planning and risk management, (3) employee benefits planning, (4) investment planning, (5) income tax planning, (6) retirement planning, and (7) estate planning.
C&Z GLOBAL Advisors does not trade, manage, nor does it provide trading or investment advice as to equities, corporate bonds, municipal bonds, securities futures, and options, it is not and will not be registered as an Investment Company under the U.S. Investment Company Act of 1940, as amended, and the rules and regulations promulgated thereunder (collectively, the “Investment Company Act”) nor as a Financial Adviser under Financial Industry Regulatory Authority (FINRA) and SEC regulations, nor as a broker-dealer to finder., under federal or state law. Further, C&Z GLOBAL Advisors does not carry out any “lobbying” or “foreign agent” activity, as defined under applicable Federal or State laws, with regard to the formulation, modification, or adoption of Federal or State legislation (including legislative proposals), rules, regulations, executive orders, or any other program, policy, or position of the United States Government. Clients & Prospect Clients are encouraged to independently verify each Investment Opportunity and related terms, conditions funding and information, as well as applicable laws and rules in any relevant jurisdiction. Any article, paper, or presentation, whether published, posted or presented in academic context or at any summit, forums or conventions by C&Z GLOBAL Advisors representatives or associates will not offer any investment advise, and shall exclusively contain commentary and analysis which are impersonal (i.e., not tailored to the individual needs of a specific client); (ii) “bona fide,” (i.e., containing disinterested commentary and analysis rather than promotional material disseminated by someone touting particular securities); and (iii) is of general and regular circulation. The contents of this website accordingly does not represent any attempt by C&Z GLOBAL Advisors, or any of its representatives, to holds itself/themselves as an investment adviser, nor is it intended to constitute solicitation of business or professional engagement as investment adviser or otherwise. Should C&Z GLOBAL Advisors determine, in its own discretion, that the clients may need any investment, financial, legal and tax advise will promptly recommend the client to hire any such adviser and/or counsel and will accordingly cooperate, if and to the extent necessary or required, with and under the guidance and supervision of the client, as well as such adviser and/or counsel.