A complete list of active advisors currently associated with ZYC Investment LLC

Warmer can help you find a great advisor at ZYC Investment LLC or one who fits your needs even better.

ZYC Investment provides comprehensive portfolio management, financial planning, and retirement plan and employee benefit consulting through its advisory services. Like many investment managers, the firm may charge percentage-of-assets-under-management fees for some services and also offers non-AUM billing options such as hourly and flat fees for planning and pension consulting. The firm’s investment process is overseen by an investment committee that combines quantitative, fundamental and global macro analysis to develop strategic asset allocations across multiple time horizons and may manage client accounts on a discretionary basis under written agreements. For planning engagements the firm delivers written summaries of a client’s financial situation and recommendations, and it monitors accounts daily with at least monthly reviews and custodian-provided account statements. What is distinctive for ZYC Investment is the combination of institutional pension and retirement-plan consulting alongside individual wealth-management services, including both non‑high‑net‑worth and high‑net‑worth clients, and its practice of referring clients to third‑party money managers for which the firm receives ongoing compensation. The brochure also discloses operational features that differ from many peers — such as requiring clients to use a specified broker‑dealer for execution and receiving research or other soft‑dollar benefits from broker/dealers — which the firm identifies as potential conflicts and addresses in its disclosures.

To learn more about the advisors currently working at ZYC Investment 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
Yu Zhou	Newburgh, IN	7

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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