Helping You As You Manage Your Investments
Prudent, proactive, risk-conscious
Proactive Investment Management
In the practice of investment management, seeking to avoid significant declines is crucial. Equally important is the potential to achieve a targeted growth rate, and our investment services are designed to help you do just that.
Our proactive investment process enables us to help you position your portfolio to pursue long-term growth and manage the risks of the markets, no matter how extreme they may be. We have several years of experience navigating volatile market periods and have investment disciplines to accommodate your risk tolerance, preferences, and objectives.
Have a Purposeful Conversation® with one of our credentialed and experienced advisors. This will allow them to listen to you, understand your investment needs, help you develop a well-thought-out plan, and successfully navigate your way into the future.
Our advice is independent and transparent.
We provide investment portfolio management platforms for individuals, institutions and foundations. This includes:
- Strategic/tactical investment management
- Tax-efficient and tax-free income portfolios
- Cash management
- Preservation portfolios, and
- Alternative investment strategies
How we help you manage your portfolio
Through Equitable Advisors, Zeller Kern offers access to fee-based portfolio management. Our investment portfolio guidance is governed by our in-house investment committee and six-step Focused Wealth® Investment Process.
We are accountable to you
We expect you to hold us accountable for our services.
Why Sacramento Families Work With Us
Choosing an advisor is really a decision about whom to trust with your family's future. Our value comes from experience, transparency, and advice shaped around your goals.
We manage investments for families and executives across Sacramento and Gold River, bringing local relationships together with the resources of a national partner.
Risk-Aware By Design
We manage portfolios to your comfort with risk, not simply in pursuit of return.
Disciplined Process
A documented, rules-based approach helps keep your plan on track through volatile markets.
Cost-Conscious
We pay attention to the true cost of an investment lineup as part of managing it well.
Fiduciary Standard of Care
Our advisory recommendations are made in your best interest within the advisory relationship.
Steven E. Zeller, CFP®, AIF®, NQCP®
A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® with more than 30 years of experience, Steve leads the firm's Focused Wealth® Process for families, executives, and business owners.
Trevor K. Kern, AIF®, AAMS
An Accredited Investment Fiduciary® and Accredited Asset Management Specialist with a Master's in Finance, Trevor focuses on proactive investment management and customized planning for each client relationship.