A complete list of active advisors currently associated with Bugdal Zinser Asset Management, Inc.

Warmer can help you find a great advisor at Bugdal Zinser Asset Management, Inc. or one who fits your needs even better.

Bugdal Zinser Asset Management, Inc. provides discretionary portfolio management to individual investors, with a client base concentrated in high‑net‑worth households and no material business with non‑HNW individual clients. The firm manages roughly $54.8 million across about 23 accounts and charges fees based on assets under management. Investment decisions follow a top‑down, fundamental process beginning with an economic outlook, moving to industry allocation, and concluding with company‑level selections; the firm emphasizes capital preservation, diversification, and quality and targets a two‑ to three‑year horizon for recognition of value. Portfolios are implemented via electronic trading through clients’ brokers, are reviewed daily by the principals, and clients receive regular reporting including monthly statements and transaction reports. Compared with many peers, the firm operates with a small roster and two principals directly overseeing accounts, which results in hands‑on management and individualized oversight. It does not custody client assets, does not charge performance‑based fees, receives no third‑party compensation or soft‑dollar credits, and leaves broker selection to clients while generally recommending discount brokerage execution.

To learn more about the advisors currently working at Bugdal Zinser Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.