Driven by the pursuit of superior returns, preservation of capital, and empowering clients with the confidence to succeed.

 

Welcome to Kozun Capital Management.

We are a comprehensive financial services firm based in Austin, Texas offering fee based financial planning and wealth management.  We are committed to helping clients meet their financial needs.

There is an ever expanding list of financial strategies and investment products out there right now and choosing the right financial road map can certainly be a daunting task. It doesn’t have to be though.

Let the financial professionals at Kozun Capital Management develop a solid financial plan custom fit to your needs and goals.   We offer the knowledge and service to build a financial plan suited to your needs, whether you are just starting out with investments or a seasoned professional looking for a new perspective.  Our products and services run the gamut from individual investment planning such as planning for your retirement or your child’s education to 401(k) planning and service for companies of all sizes.  We are backed by over two decades of experience and service within the financial industry and would love the opportunity to put that experience to work for you and your family or your business.

We strive for five things that are of utmost importance to us and we feel for you in meeting your financial goals:

  1. Transparency

  2. Low Fees

  3. Preservation of Capital

  4. Consistent Profitability

  5. Pursuit of Superior Returns

Explore the site and please email or call us if you would like a consultation or have any questions about our offerings.  Consultations are free, and highly recommended.