A complete list of active advisors currently associated with KL Zech Investments

Warmer can help you find a great advisor at KL Zech Investments or one who fits your needs even better.

The firm provides fee-based discretionary portfolio management and financial advice primarily to individual clients, including individual, retirement, trust, family, and business accounts. Services are tailored to client goals through written investment management agreements, and while there is no formal account minimum the firm recommends maintaining at least $50,000 for proper diversification. Investment decisions are driven by client-specific asset allocation models, with individual security selection primarily based on fundamental analysis and technical analysis used for buy/sell timing. The firm employs a mix of ETFs, no‑load or fee‑waived mutual funds, individual equities, fixed income instruments and CDs, typically holding positions for extended periods while emphasizing capital preservation through stated investment rules. Noteworthy operational features include a modest asset base (around $10 million) and a small client roster despite a long operating history dating to 1999, which may affect service style and availability compared with larger peers. The firm recommends Charles Schwab for custody and uses client brokerage in a soft‑dollar arrangement to obtain platform access and third‑party research; the principal also maintains a separate agricultural real estate business with limited annual time commitment, and the firm generally leaves proxy voting to clients.

To learn more about the advisors currently working at KL Zech Investments, 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.