AND IN-DEPTH KNOWLEDGE
Contact Zinn for financial Investment solutions for businesses and investors
Excellent Client Service And In-Depth Knowledge
Zinn Insurance has partnered with Northeast Advisers, an established Registered Investment Advisory firm, to form Zinn Advisers: an independent Investment Advisor registered with the United States Securities and Exchange Commission. Zinn Advisers offers independent investment advisory solutions to area businesses and investors. We enjoy a fiduciary-based relationship with our clients and seek to develop strategies and build portfolios matched to specific financial goals. Our principals have extensive experience in developing solutions to meet investors’ goals and serve in excess of 200 clients with approximately $350 million under advisement.
Zinn Advisers also has extensive resources, including expertise in retirement plan consulting, which will help maximize an important area of company sponsored benefit programs. Zinn Advisers provides a leading alternative to proprietary products offered by brokers and banks.
- Develop Investment Strategies
- Plan, Consolidate, and Organize Investment Accounts and Income
- Implement Strategies Using a “Best of Breed” Approach
- Access to Select No-Load Funds
- Continuous Monitoring: Coordinate Asset Management with Your Tax and Estate Advisors
- Evaluate and Report Results on an Ongoing Basis
- Design Retirement Plan Investments and Administrative Solutions