Adam Zuercher CEO & Chief Investment Officer, Hixon Zuercher Capital Management BEST IDEAS 2019, HOSTED BY MOI GLOBAL DECEMBER 19, 2018 419-425-2400 Adam C. Zuercher, CPA/PFS, CFP® CEO & Chief Investment Officer www.hzcapital.com Hixon Zuercher Capital Management
[email protected] HIXON ZUERCHER CAPITAL MANAGEMENT Founded in 2002 by Adam Zuercher and Tony Hixon Located in Findlay, Ohio $135+ Million firm assets under management (AUM) GIPS verified Managed Strategies Focused Equity Portfolio (Large Cap US) - $32 Million AUM* Focused Equity Income Portfolio (Large Cap US / Dividend Growth) - $29 Million AUM* Small Cap Portfolio (Small Cap US) - $1 Million AUM* 6 Globally Diversified Mutual Fund Portfolios and Other Custom Strategies - $73 Million AUM* 2 *AUM as of 11/30/2018 INVESTMENT TEAM Adam C. Zuercher, CPA, CFP® Joshua W. Robb Chief Investment Officer, Portfolio Manager Associate Wealth Advisor, Equity Analyst • The University of Toledo, Bachelor’s • Huntington University, Bachelor’s Degree in Degree in Accounting (1999) Business Management (2005) • Co-founded Hixon Zuercher in 2002 • Joined Hixon Zuercher in 2013 Anthony J. Hixon, CIMA®, RFC® Austin A. Wilson Chief Operating Officer, Portfolio Manager Research Analyst • Ohio Northern University, Bachelor’s • The University of Findlay, Bachelor’s Degree Degree in Accounting (1999) in Finance and International Business (2014) • Co-founded Hixon Zuercher in 2002 and • Joined Hixon Zuercher in 2018 joined full-time in 2003 3 ADAM C. ZUERCHER, CPA, CFP® Adam has experience providing investment management and financial advisory services since 1999. Adam is co-founder, Chief Executive Officer, and Chief Investment Officer of Hixon Zuercher Capital Management. As Chief Investment Officer, he oversees investment research and the development and implementation of the firm’s investment strategies.