Zia Investment Advisors

Zia Investment Advisors provides customized investment management to individuals, high‑net‑worth clients, retirement and pension plans, trusts, estates, charitable foundations and private corporations. The firm manages about $23.7 million on a discretionary basis for roughly 24 client households and generally applies a household minimum of $500,000.

The firm emphasizes long‑term, risk‑adjusted investing tailored to each client's cash flow and risk tolerance, using traditional security analysis methods (charting, fundamental, technical and cyclical) and sensitivity to tax implications and turnover. While focused on long‑term holdings, the strategy set also includes short‑term purchases, trading, margin use and option writing — including uncovered option strategies — with periodic monitoring and at least annual account reviews and regular reporting.

Noteworthy aspects include a relatively small client base with near‑million‑dollar average account sizes and a structure in which the firm’s advisor handles portfolio reviews, compliance and supervision. The firm does not take custody of client assets, does not participate in soft‑dollar arrangements, relies on third‑party research, and accepts a broader set of client types (including private corporations and charitable foundations) than many peers of similar size.