A complete list of active advisors currently associated with Zizzi Investments

Warmer can help you find a great advisor at Zizzi Investments or one who fits your needs even better.

Zizzi Investments is a fee-only registered investment adviser that serves individual and high-net-worth clients as well as employer retirement plan sponsors, managing approximately $45.1 million in assets through a two-advisor team. The firm offers financial planning (initial, ongoing, and project-based), discretionary investment management, and retirement plan consulting and management. The firm combines asset-allocation principles with both passive and active strategies, selecting mutual funds, ETFs, individual securities, and, when suitable, alternative investments to construct client portfolios; it implements plans on a discretionary basis and tailors services to client-imposed restrictions. Zizzi generally recommends custodians that provide institutional custody and trading services and offers clients access to tools and platforms from firms the brochure identifies as Charles Schwab and Altruist. A distinguishing feature noted in the brochure is that the firm uses hypothetical performance in its advertising materials, an approach that is uncommon among similar peers. The firm also discloses holding limited custody through direct fee deductions and third-party standing letters of authorization (SLOAs) — specifically $16,115,664 in RAUM across 24 clients — and notes SLOAs are not available for clients in Virginia; it also acts in fiduciary capacities for certain retirement plans under ERISA (including serving as a 3(38) investment manager).

To learn more about the advisors currently working at Zizzi Investments, 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.