Fee based wealth management. No quotas, no high service fees.

Personal Finance

The torrent of investment options available in the financial ecosystem for the personal investor today is often confusing and determining an appropriate path can be an overwhelming endeavor, as you are no doubt aware.  Breaking through the deluge and setting down a road map for your financial future is the why and what of Kozun Capital Management.

We are a fee based independent wealth management firm based out of Austin, Texas, independent of sales quotas, independent of high service fees.  No product will ever be suggested if it does not line up with your needs and your goals; no product will ever be pushed on you because it has a higher commission.

At Kozun Capital Management we take a comprehensive approach considering the whole view of your financial life and where you need it to be in order to determine a tailor made financial strategy.  Determining the right strategy is a discussion, not a lecture, in which we apply our decades of constant due diligence and experience in the industry to your goals and your concerns, whether you are looking for a long term risk averse strategy for retirement or for alternative investments for portfolio diversification.   

Kozun Capital Management offers a wide and varied range of products and services for anything from education planning for your child to your retirement planning and insurance concerns, as well as everything in between.    The full list of offerings is below, and please, email or call us if you have any questions.  We would love to hear from you.

Investments

  • Bonds
  • Stocks
  • ETFs
  • Mutual Funds
  • Common Stock
  • Education IRA
  • Brokerage Accounts
  • Government Securities
  • 529 Plans
  • Alternative Investment Offerings
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuities
  • Managed Money Offerings
  • CDs

Investment Planning

  • College Plans
  • Legacy Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Tax Aware Investment Strategies
  • Management of Stock Options
  • Retirement Plans
  •  401 (k) Planning
  • 403 (b) Planning
  • Charitable Giving
  • Distribution Analysis
  • Cash Flow Planning
  • Disability Income
  • Life Insurance
  • Long Term Care