Zeit Capital Advisors

Zeit Capital Advisors offers investment advisory services including financial planning, retirement planning, portfolio management, and investment management. The firm serves a client base that includes individuals, high-net-worth households, charitable organizations, and corporate accounts. All services are delivered under a registered investment advisor structure.

Zeit Capital Advisors operates as a registered investment advisor, a designation that subjects it to fiduciary standards under the Investment Advisers Act of 1940. As an RIA, the firm is required to act in its clients' best interests when making investment recommendations. This structure differs from broker-dealer models, where suitability standards apply instead of a fiduciary duty.

The firm lists corporate and charitable organizations among its client types, indicating some degree of institutional engagement. However, its primary focus appears to be on individual and high-net-worth private client relationships. No segregated institutional mandates or pooled institutional vehicles have been publicly identified.

As a fee-based registered investment advisor, Zeit Capital Advisors typically generates revenue directly from client fees, often structured as a percentage of assets under management. This compensation model contrasts with commission-based advisory structures, where revenue is generated per transaction. The firm has not publicly disclosed its specific fee schedule.

Zeit Capital Advisors emphasizes personalized portfolio construction aligned with client-specific goals and risk parameters. Its approach incorporates financial planning into the investment process, meaning asset allocation is driven by each client's time horizon, liquidity requirements, and long-term objectives. The firm does not publicly market a proprietary investment strategy or single-mandate fund.