A complete list of active advisors currently associated with Hixon Zuercher Capital Management

Warmer can help you find a great advisor at Hixon Zuercher Capital Management or one who fits your needs even better.

Hixon Zuercher Capital Management provides investment supervisory (asset management) and financial planning services to a mixed client base that includes individual investors as well as institutional clients such as investment companies, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm offers ongoing discretionary portfolio management, one‑time financial planning, hourly and retainer engagements, and occasional non‑securities financial advice. HZCM documents client goals in its relationship management system and uses a risk‑tolerance questionnaire to tailor strategies; most strategies primarily employ no‑load mutual funds but the firm also uses individual stocks, bonds and ETFs and applies methods such as fundamental, technical, charting and cyclical analysis. Accounts are generally managed on a discretionary basis with quarterly reviews and written updates, and trades are executed through qualified custodians under a limited power of attorney. Noteworthy for a team of its size, HZCM serves other investment‑advisor and institutional clients and maintains a distinct institutional fee schedule, which is less common among peers. The firm also routinely prepares and distributes performance materials—issuing special reports, charts and performance reporting for client review—and conducts public workshops and life‑coaching sessions while using written promoter agreements to engage third‑party referrers.

To learn more about the advisors currently working at Hixon Zuercher Capital Management, 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.