A complete list of active advisors currently associated with Zion Capital LLC
Warmer can help you find a great advisor at Zion Capital LLC or one who fits your needs even better.
Zion Capital LLC provides discretionary asset management and financial planning primarily for individual clients and also works with corporations and qualified retirement plans. Beyond portfolio management, the firm offers ERISA plan services—including acting as a 3(21) advisor or a 3(38) investment manager—and conducts educational seminars and workshops for plan participants and the public. The firm builds customized investment programs based on each client’s goals, time horizon and risk tolerance, using fundamental and technical analysis to guide security selection and asset allocation. Portfolios are monitored regularly with periodic (typically quarterly) reviews for rebalancing, tax-loss harvesting opportunities and adjustments tied to changes in client circumstances; financial plans cover cash flow, retirement, tax-reduction and estate-preservation analysis. What distinguishes the firm from many peers is the combination of pension consulting and public education offerings—services that are statistically less common among independent advisors—and its explicit work with corporate plan sponsors. The firm’s principal maintains an independent insurance practice (approximately 5% of time) and receives customary insurance commissions (about 5% of compensation); Zion discloses this outside business activity and describes procedures and fiduciary obligations intended to mitigate resulting conflicts.
To learn more about the advisors currently working at Zion Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 6
|
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