I am a co-founder and partner in a fee-only registered investment advisory firm, Hixon Zuercher Capital Management. We offer wealth management solutions to successful individuals and families and asset management to institutional investors.
Investors who follow a carefully planned set of guidelines have a higher success rate than those who act on their emotions or make frequent changes based on the events of the day.
If you don’t have the time, desire, or expertise to manage your own money, then we can help! Our services are best suited for those who have $500,000 or more to invest. We work with clients in person in our Findlay, Ohio office or virtually using online meeting tools, email, and phone.
If you are looking for financial planning and investment management help then please reach out. The first step is to send me a note or schedule a call to get acquainted with each other and see if we are a good fit for you.
Institutional Asset Management
My firm, Hixon Zuercher Capital Management, offers several investment strategies for institutional investors:
- US Large Cap Equity Strategy
- US Large Cap Rising Dividend Strategy
- US Small Cap Equity Strategy
- Concentrated US Equity Portfolios
Our firm is currently in the process of having our performance GIPS verified. To learn more about our strategies for institutional investors please send me a note.