A complete list of active advisors currently associated with Ziment Financial Advisors, Inc.

Warmer can help you find a great advisor at Ziment Financial Advisors, Inc. or one who fits your needs even better.

Ziment Financial Advisors, Inc. provides discretionary portfolio management and standalone financial planning and consulting primarily for high‑net‑worth and individual clients. The firm implements tailored asset allocations across corporate bonds, ETFs, futures, treasuries and money‑market/cash equivalents and provides ongoing monitoring and rebalancing. The firm’s investment process emphasizes a risk‑budget framework that seeks to hedge systematic (market) exposure while pursuing security‑ and sector‑specific returns, using quantitative models and real‑time market inputs. To manage market and idiosyncratic risk it employs derivative‑based strategies — including futures, options and leveraged/inverse ETFs — as part of portfolio construction and hedging. Noteworthy features disclosed in the brochure include an affiliated accounting and insurance capability: the firm’s principal offers CPA and insurance services separately from the advisory business, a relationship the brochure identifies as a potential conflict of interest. The firm operates with a small advisory team and limited client roster while managing multi‑million dollar portfolios and explicitly treats cash as an asset class in its advisory mandate.

To learn more about the advisors currently working at Ziment Financial Advisors, Inc., 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.

You can also browse Ziment Financial Advisors, Inc.'s office locations.