Zizzi Investments

Overview

Zizzi Investments operates as an independent RIA organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model is discretionary across the firm’s reported assets, and fee arrangements include a percentage-of-AUM fee schedule alongside hourly and fixed-fee engagements. Investment activity centers on public mutual funds as the principal vehicle for market exposure, supplemented by separately managed account capability and third-party alternative fund allocations. Zizzi Investments does not identify as an active ESG investor and files as a single-state adviser. The firm appears to favor traditional planning and portfolio construction for high-net-worth individuals and families while using external managers where needed to access specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices