ZERMATT WEALTH PARTNERS

Overview

Zermatt Wealth Partners is an independent registered investment adviser that acts as a capital allocator for individuals, families and select institutional clients. The firm emphasizes portfolio management and the selection of third‑party managers, combining direct equity exposure with externally managed alternative strategies. Its filings show a clear preference for exchange‑traded equity exposure, which the firm uses as a primary building block for client portfolios while layering private markets and hedge fund allocations for return diversification and illiquidity premium. The advisory model blends discretionary portfolio management for both private clients and small businesses with advisory services for institutions. Fee arrangements include asset‑based fees supplemented by fixed and hourly charges, reflecting a mix of ongoing portfolio oversight and project‑based planning work. As an allocator, Zermatt leans on external managers for certain alternative mandates while maintaining direct control over liquid equity and fixed‑income exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices