A complete list of active advisors currently associated with Zimmerman Capital Management

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

Zimmeran Capital Management is a fee‑only, independent registered investment adviser that provides personalized financial planning and discretionary investment management for individuals, trusts and estates, and other private clients. The firm also accepts and customizes relationships for corporate pension and profit‑sharing plans, charitable organizations, endowments and other institutional clients, delivering written financial planning analyses and investment policy statements implemented with institutional, no‑load, index and asset‑class mutual funds. The firm’s investment approach emphasizes strategic asset allocation, broad diversification and passive, structured portfolios built for a long‑term horizon (generally 7–10 years). Zimmerman Capital Management states a market‑efficient framework that avoids market timing or stock/sector selection, and explicitly incorporates multiple systematic risk factors (market, size, valuation, maturity and credit) when setting target allocations and rebalancing. What is distinctive about the firm is its combination of a small, solo advisor model with services more commonly found at larger shops: pension consulting and management of institutional portfolios, along with relationships with charitable organizations and plan sponsors. The firm operates on a fee‑only basis with no product commissions, provides quarterly performance and supplemental tax reporting, and discloses that it will negotiate or waive fees in limited circumstances for employees and certain charitable clients.

To learn more about the advisors currently working at Zimmerman Capital Management, 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.