Zizzi Investments

Zizzi Investments, LLC is a fee‑only registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plan sponsors, charitable organizations, and small businesses. The firm offers financial planning (initial, ongoing, and project‑based), discretionary investment management, and retirement plan consulting and implementation.

The adviser builds portfolios around asset allocation and Modern Portfolio Theory, blending passive and active mutual funds and ETFs and, when suitable, select alternative investments, with discretionary trading authority for most managed accounts. Its planning and retirement analyses include projections and hypothetical illustrations to model likelihoods of achieving client goals, a form of hypothetical performance disclosure that the brochure highlights and that is relatively uncommon for similarly sized supported advisers.

Zizzi is a small, two‑advisor firm that emphasizes tailored, implementation‑oriented engagements and also provides business and exit‑planning services for owner clients, reflecting specialized credentials among its principals. It custodies client assets through an institutional broker‑dealer platform and discloses use of client‑authorized third‑party standing letters of authorization and direct fee deduction procedures, with the specific safeguards and disclosures described in the brochure.