A complete list of active advisors currently associated with Zebra Crossing Asset Management LLC

Warmer can help you find a great advisor at Zebra Crossing Asset Management LLC or one who fits your needs even better.

Zebra Crossing Asset Management serves individual and high‑net‑worth clients with discretionary investment management, financial planning, and consulting. The firm manages roughly $26.1 million across a small number of accounts and also offers standalone financial education services to non‑advisory participants. The firm’s investment process combines fundamental, technical and liquidity analysis to build portfolios aligned with documented investment policy statements and client objectives, and it typically manages accounts on a discretionary basis with monthly reviews and more frequent monitoring as needed. Risk considerations such as interest‑rate, market, liquidity, currency and business risks are explicitly incorporated into portfolio construction and planning analyses. Unusually for a solo independent adviser, the firm offers formal financial education and workshop‑style programming in addition to advisory services, providing general education engagements on a negotiated, non‑transactional basis. The firm’s sole principal brings prior institutional trading and portfolio experience and holds CFA and ERP designations, operates on a fee‑only basis without custody of client assets, and delivers written financial plans within specified timelines, features that differentiate it from many peer solo practices.

To learn more about the advisors currently working at Zebra Crossing Asset Management LLC, 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.