KL Zech Investments

Overview

KL Zech Investments is a small, owner-operated advisory practice that focuses on portfolio management for individuals and small businesses. The firm is organized as a sole proprietorship and serves a client base made up primarily of individual and family accounts. Its stated fee arrangements include both a percentage-of-assets model and fixed fees, which suggests flexibility in structuring client relationships depending on account size and service needs. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments. The firm does not position itself as an active ESG investor. Given the firm’s size and single-office structure, the investment approach reads as hands-on and concentrated: direct equities and ETFs make up the core of client portfolios, while select use of mutual funds provides additional diversification or access to specific strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices