Zions Capital Advisors, Inc.

Zions Capital Advisors, Inc. is a SEC-registered investment adviser established in 2004, located in Utah. The firm specializes in offering Institutional Liquidity Management services, tailored for state, municipal, or governmental entities with assets totaling $1,460,957,453 managed on a discretionary basis as of 02/28/2025. Their services include managing short-term investments such as corporate debt securities, commercial paper, and municipal securities. Additionally, they provide Relationship Management Services for clients with legacy securities holdings. For Institutional Liquidity Management, fees are charged as a percentage of assets under management, with negotiable rates based on factors like client type and account size. Relationship Management Services are charged at 0.12% of total client assets. The firm's Code of Ethics ensures high ethical standards, and they do not engage in performance-based fees or principal transactions. Zions Capital Advisors employs fundamental and technical analysis, asset allocation, and various investment strategies to manage client accounts. They do not have any reportable disciplinary events and do not pay referral fees. The firm does not vote proxies on behalf of clients and does not require pre-payment of fees exceeding $1,200 per client in advance.