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Adam Z
CFA®
Scottsdale, AZ
The Balance of Trade
Adam Zingg is a CFA® charterholder and the principal advisor at The Balance of Trade in Scottsdale, AZ, with seven years of industry experience. He has held teaching roles at multiple institutions, including Grand Canyon University and Maricopa County Community Colleges, since 2014. Outside of his advisory work, he co-owns an online educational content business targeting homeschoolers, worldschoolers, and gap-year students. The Balance of Trade provides advisory and educational services primarily to individual investors, with occasional clients such as trusts, family offices, and pension plans. The firm focuses on a top-down strategic allocation framework complemented by tactical adjustments and emphasizes education and consulting over discretionary management.
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