A complete list of active advisors currently associated with Zimmer Capital Management LLC

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

The firm provides discretionary asset management and hourly financial planning to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and business entities. Services include investment strategy and selection, asset allocation, portfolio monitoring, and tailored financial plans delivered on an agreed timeline. Investment decisions are guided by client objectives, time horizon and risk tolerance, using both fundamental and technical analysis to construct portfolios. The firm offers both passive and active management approaches and, where appropriate, employs options strategies and margin trading; accounts are reviewed periodically (typically quarterly) with attention to rebalancing and tax‑loss harvesting opportunities. Noteworthy for a firm of this size, it manages a modest asset base for a very small number of clients and does not impose an account minimum, which can result in highly individualized service but also means the sole adviser balances advisory duties with a non‑investment outside occupation. The firm requires separate accounts for passive and active mandates, retains discretionary trading authority, and generally leaves proxy voting to clients rather than routinely voting proxies on their behalf.

To learn more about the advisors currently working at Zimmer Capital 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.