ZIA Investment Advisors

Overview

ZIA Investment Advisors is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm runs client accounts primarily through pooled public vehicles rather than concentrated individual-stock strategies, and it bills clients as a percentage of assets under management. Its client base is narrow and relationship-driven, suggesting a hands-on, personalized approach to asset allocation and ongoing portfolio oversight. Investment preferences point to conventional long-only strategies implemented via mutual funds and separately managed accounts. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant. Given the owner-type listed as an individual and the modest scale of assets, ZIA Investment Advisors appears to operate as a boutique RIA serving a limited roster of higher-net-worth household and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices