A complete list of active advisors currently associated with Zeit Capital Advisors

Warmer can help you find a great advisor at Zeit Capital Advisors or one who fits your needs even better.

Zeit Capital Advisors manages approximately $170.1 million across about 73 client relationships and provides discretionary and non‑discretionary portfolio management along with written and ongoing financial planning. The firm advises individual investors as well as offering non‑securities guidance on tax, estate, business and retirement planning matters. The firm’s investment approach emphasizes broadly diversified, passive asset allocation implemented largely through exchange‑traded funds, with periodic rebalancing and portfolio construction that reflects each client’s time horizon, liquidity needs and risk tolerance. Portfolios may also include individual stocks, bonds and mutual funds when appropriate, and the firm manages most assets on a discretionary basis while providing rollover advice for retirement accounts under applicable fiduciary standards. Uncommonly for an independent advisor of this size, the firm also serves corporate and business accounts, charitable organizations, pension and profit‑sharing plans, and provides portfolio management for institutional clients in addition to individual investors. The firm’s investment advisor representative holds the CFP® designation and draws on prior wealth management and accounting experience, and the brochure discloses practices around fee debiting and standing transfer authorizations when applicable.

To learn more about the advisors currently working at Zeit Capital Advisors, 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.