Flynn Zito Capital Management

Managing Partners Rick Flynn and John Zito jointly oversee all investment decisions. The firm operates as a partnership without a separate investment committee layer, meaning clients interact directly with the principals responsible for portfolio construction and security selection.

Flynn Zito is an independent wealth manager and registered investment advisor, not a single-family office. However, its model — combining discretionary portfolio management with integrated financial planning and estate coordination — functions as a substitute family-office solution for clients beneath the threshold that would justify a dedicated family office.

The firm uses separately managed accounts built from individual equities, fixed income instruments, and alternative investments. This approach provides direct security ownership rather than pooled fund structures, giving clients full transparency into holdings and tax-lot-level control over realized gains.

The firm is headquartered in Garden City, New York, and its client base is concentrated in the Long Island and greater New York metropolitan area. Its location outside Manhattan deliberately distinguishes it from large wirehouse advisory practices.

Flynn Zito includes alternative investments as part of its multi-asset-class approach. The firm evaluates private funds, hedge fund strategies, and other non-traditional exposures on a case-by-case basis for qualified clients, focusing on risk management and correlation benefits rather than aggressive return-chasing.