Personal Investment Management
Let Zions® Wealth Advisors help with the financial side of your life—from opportunities that come from a closely held business to estate and legacy planning.
Choose Zions and connect with a relationship manager backed by a team of experts with the skills and experience you need to solve complex financial issues. A team ready to help you achieve your financial goals and manage your investment portfolio.
Let Zions Wealth Advisors help you:
- Define goals and tolerance limits for the unexpected
- Develop and implement customized investment strategies
- Manage your investment portfolio, monitor performance and adapt your strategies to changing circumstances and rising or falling markets
Your Zions team works with you to ensure that your investment portfolio strategy financially and emotionally matches your goals, sensitivities and sophistication.
Wealth Management Services and Products
Wealth management services and products are offered through Zions Capital Advisors, Inc., which operates as Zions Wealth Advisors in Utah and Idaho. Zions Capital Advisors, an affiliate of Zions Bank and a subsidiary of Zions Bancorporation, is a federally registered investment advisor. Zions Wealth Advisors provide comprehensive wealth management services for Zions Bank® customers.
Zions Wealth Advisors’ services are designed for individuals and families; private business owners; corporations; and foundations, endowments and nonprofits. These services combine forward-looking economic analysis and risk sensitivity with an investment strategy targeted to meet each client's specific goals.
Find Your Wealth Advisor Team
Investment products and services offered by or through Zions Capital Advisors and Zions Trust are not insured by the FDIC or any federal or state governmental agency, are not deposits or other obligations of, or guaranteed by, Zions Bank, Zions Bancorporation or its affiliates, and may be subject to investment risks, including the possible loss of principal value or amount invested.
Wealth advisory services are offered through Zions Capital Advisors, Inc. (formerly Contango Capital Advisors, Inc.), which operates as Zions Wealth Advisors. Zions Capital Advisors (ZCA) is a registered investment adviser, a non-bank affiliate of Zions Bank and a non-bank subsidiary of Zions Bancorporation. Some representatives of Zions Wealth Advisors are also registered representatives of Zions Direct, which is a member of FINRA/SIPC and a non-bank subsidiary of Zions Bank. Some investment services are offered through Zions Trust, National Association (Zions Trust), a subsidiary of Zions Bank and an affiliate of ZCA.