Zichterman & Clark Capital Management of Raymond James & Associates strives to work together as a professional team, not just in name, but in function.
Our focus will always be on you, the client, and your desires, which commands us to listen, leading to a superlative client experience. As in any business, communication is vital. We distinguish ourselves by not only being responsive to your inquiries, but more importantly, proactively keeping in touch.
Managing your hard earned assets is, and will continue to be, complex. We use intelligent, selective investing and will utilize up to date technology and research when managing investment assets.
In the end, our purpose is to accomplish our client's financial goals on their behalf so that they can enjoy life.
Our Services
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Financial Planning
- Asset allocation
- Education funding/529 plans
- Portfolio planning
- Estate Planning
- Life Insurance
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Wealth Management
- Services for business owners
- Planned charitable giving
- Concentrated positions
- Stock option exercise and analysis
- 401(k) plans
- Employee stock purchase plans
- Pension and profit sharing
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Investment Management
- Private money management
- Mutual funds
- Individually managed accounts
- Stocks
- Fixed income
- Bonds/CDs
- Defined portfolios
- Equity IPOs
- Alternative investments
