Why choose Zeller Kern?
Zeller Kern is an independent financial advisor that provides objective advice with an extraordinary level of personal service. Because we are independent and fee-based, we are free from the conflicts of Wall Street. We manage your portfolio proactively, seeking to avoid major market declines while profiting from periods of opportunity.
Zeller Kern’s advisors hold the highest credentials. Wealth Manager magazine, Financial Advisor Magazine, and the prestigious Paladin Registry rank us among the nation’s top wealth management firms. Our strongest recommendations come from our clients, who overwhelming rate our service “exceptional.”
The current difficult economy and challenging market may well continue. Now, more than ever, you can benefit from our proactive investment management.
To learn more or schedule an appointment, contact us at (916) 436-8270 or 866-536-6131, or email us at info@zellerkern.com.
Zeller Kern’s News and Commentary
Steve Zeller and Trevor Kern earn Accredited Investment Fiduciary designation from fi360.
Steve Zeller and Trevor Kern of Zeller Kern Private Wealth Management Inc., have been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a two-day course and examination. More>
Market Rallies During Tough Times July 28, 2010
Currently, if you have been reading our "Weekly Investment Monitor" commentary, you are aware of what our concerns are and what our ongoing thesis is for the longer term. Let's first review this before we discuss some interesting developments within the equity markets. As we said in our "Outlook for the second half of 2010", we expect that if the "bear market" rally has not yet completed, that it may do so later this year, and could produce an alarming decline in the market. That is, if we are not already in place to do so. We expect the economy, based on current trends, to roll into a period of significantly slower growth or possibly a recession. And finally, the crisis of credit will play into the picture once again, possibly putting notable stress on the financial system. This should put further pressure on prices, on assets and bring deflation well into the picture. More>