Michael Zagari


Our Mission & Values

As a client of the Mandeville group of companies, you will have ACCESS to the benefits of our family office resources (via Portland Holdings Inc.’s conglomeration), which means you will have the unique opportunity to invest in the high quality offerings alongside some of the world’s most successful institutions and affluent investors.

How We Work
Our Mission & Values

At Zagari+Simpson, we strive to maintain respectful and caring relationships with our clients and their families.

We’ve partnered with Mandeville Private Client Inc., a securities dealer, to offer our clientele broad access to a diversified suite of public and private investment options.

From the planning process onward, we are proactive in delivering a high level of client service with careful monitoring and strategic advice, detailed reports, and regular review meetings.

What type of investor are you?

Personal Pension Planning

We can provide advice on your company and government pension options.

In this case study, Mr. Client’s pension would represent over 50% of his total retirement income, selecting the right option was important. It was also irrevocable.

Tax Loss Harvesting

Tax Preparation is not Tax Planning.

In this case study, you will learn what ongoing and personalized advice looks like in the form of tax planning.

Diversification or Concentration

Have you ever heard the expression, “don’t put all your eggs in one basket”?

Could diversifying your portfolio work against you? In this case study, you will learn the difference between diversification or investing in only a few high-quality companies.

Financial Planning

Have you ever reviewed your entire financial situation as a model? Learn more about the potential outcome of your financial goals in the present rather than in the future.

Discretionary Portfolio Management

Our investment knowledge extends beyond traditional public asset classes including access to private/alternative investments.

Wealth Protection

Income taxes, longevity and life changing health events are common risks that require your attention. We provide advice to help protect your wealth.

Public Equity

Stocks bought and sold throught the public markets.

Public & Private Fixed Income

Fixed income debt instruments including government and corporate available in the public markets.

Private Equity

Private equity offerings for accredited investors.

Venture Capital

Startups, early-stage, and emerging companies that have been deemed to have high growth potential or which have demonstrated high growth.


Telecommunications and port facilities, railroads, roads and highways, renewable energy, water networks and power generation plants.

Real Estate

Real estate investments such as private REITs, commercial and residential real estate properties, developments and financing.