Asset Management · Businesses & Institutions
Your organization’s success is our #1 priority.
Hixon Zuercher Capital Management is a fee-only investment firm in Findlay, Ohio. We build and manage custom portfolios for nonprofits, foundations, endowments, and committees, so your board gets clear answers and your organization can keep funding the work that matters.
20+ Years
Managing Client Assets
$500M+
Assets under management
who we work with
Organizations we serve
Overseeing an organization’s investments is a big responsibility, and it likely isn’t anyone’s full-time job. These asset management services are built for board members, finance committee chairs, investment committee members, treasurers, executive directors, CFOs, and finance staff.
01
Non-Profits & Foundations
We work alongside nonprofits and foundations to develop prudent investment strategies that support operational needs while helping sustain and advance your mission for years to come.
02
Family Offices
We help family offices preserve wealth, manage multi-generational objectives, and align portfolios with each family’s unique vision and values.
03
Endowments
We provide disciplined investment management for endowments, focusing on preserving purchasing power, generating sustainable distributions, and supporting long-term organizational goals.
04
Pension Funds
We help pension funds navigate the complexities of long-term asset management, balancing growth, risk management, and liquidity needs to support current and future beneficiaries.
Sound familiar? We can help.
✓ “We need distributions, but the fund has to last forever.”
✓ “We’re not sure how much risk we’re really taking.”
✓ “The board is asking investment questions I can’t answer clearly.”
✓ “I’m not an investment person, I just volunteered for the board.”
✓ “Every market drop turns into an emergency meeting.”
✓ “Our spending policy and portfolio aren’t on the same page.”
The Hixon Zuercher Difference
Why organizations choose us.
Fee-Only & Objective
Our only compensation is a mutually agreed percentage of assets under management. No commissions. No referral fees. We sit on the same side of the table as you.
gips verified
We’re one of only 1,500 firms nationwide with Global Investment Performance Standards verification, giving you confidence that our performance reporting adheres to globally recognized standards.
active stewardship
Market indexes are more concentrated than many investors realize. We take an active approach to help build a more balanced portfolio.
Certified & Credentialed
Our team holds CFP®, CIMA®, and RFC® designations and is committed to ongoing education, so you can feel confident you’re receiving knowledgeable, up-to-date guidance.
Independently owned
We are 100% employee-owned, not by a bank, brokerage, insurer, or outside investor, and our employee-owners live and work in the communities you serve.
Handcrafted Portfolios
We hand-select and manage your investments in-house. No outsourcing, no generic model portfolios. Your strategy is designed for your situation.
Investment Philosophy
How we approach portfolio design.
We seek to identify durable businesses in growing industries that appear undervalued relative to their long-term potential. Our goal is to construct portfolios that reflect each organization’s objectives while maintaining appropriate diversification.
We believe that managing risk is the key to delivering superior long-term investment results. Before we consider how much we might earn on a new investment, we always consider how much we might lose.
“Think Like an Owner” mindset
Stocks represent fractional ownership in real businesses. Our process emphasizes understanding each company’s durable competitive advantages, not trading short-term price movements.
Bottom-Up Fundamental Research
Every investment candidate is evaluated on its own merits. We assess financial performance, competitive positioning, management quality, and valuation — independently of index composition or market sentiment.
Risk Management First
We construct portfolios to control downside before maximizing upside. Diversification limits, position sizing, and ongoing monitoring are all designed to protect capital across market cycles.
Long-Term Perspective
Sound investment decisions are given time to develop through short-term noise, so your portfolio isn’t repositioned in reaction to headlines or a single quarter of results.
