Services We Provide
Getting Started
Clients receive an initial consultation, either in person or by telephone, during which you work with us to define your goals and
together determine a course of action that has the best chance to achieve the desired results. If you would like to work with us, an
account will be set up for you at Interactive Brokers.
There is no charge for the initial consultation. Accounts under $100,000 pay a fixed amount per year. Accounts over $100,000 pay a
2% percentage fee from the total value. We then help you implement our recommended investment strategy.
Retirement Management
Many people neglect the management of their retirement accounts whether your IRAs or 401(k) or 403(b) plans. Yet these may be
one of the most important investment vehicles that you have.
As a result, many retirement accounts are under performing. They must be reviewed on a continuous basis.
Ram offers the same expert attention to retirement accounts that he does to the overall portfolio.
Consulting Services
Consulting Plan clients who simply would like to access Ram’s expertise may consult with him. The initial meeting is $200;
thereafter he is available at $150 per hour.
Getting Started
Clients receive an initial consultation, either in person or by telephone, during which you work with us to define your goals and
together determine a course of action that has the best chance to achieve the desired results. If you would like to work with us, an
account will be set up for you at Interactive Brokers.
There is no charge for the initial consultation. Accounts under $100,000 pay a fixed amount per year. Accounts over $100,000 pay a
2% percentage fee from the total value. We then help you implement our recommended investment strategy.
Retirement Management
Many people neglect the management of their retirement accounts whether your IRAs or 401(k) or 403(b) plans. Yet these may be
one of the most important investment vehicles that you have.
As a result, many retirement accounts are under performing. They must be reviewed on a continuous basis.
Ram offers the same expert attention to retirement accounts that he does to the overall portfolio.
Consulting Services
Consulting Plan clients who simply would like to access Ram’s expertise may consult with him. The initial meeting is $200;
thereafter he is available at $150 per hour.
Zik L.L.C. (hereafter referred to as "ZIK") is an Investment Advisor Registered with the New York DOS .ZIK is an independent, fee-only
financial advisor and money manager. Opinions expressed are solely those of Ram Yariv, President of ZIK. The purpose of this site is
limited to the dissemination of general information regarding the products and services offered by ZIK. The presence of this site shall
not be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to residents of any state in which
ZIK lacks authority. All information contained in this website is believed to be accurate. Any information provided by links from our
website is believed to be from reliable sources but we make no representations as to its accuracy or completeness. ZIK is not
responsible for damages incurred as a result of visits to other websites.
financial advisor and money manager. Opinions expressed are solely those of Ram Yariv, President of ZIK. The purpose of this site is
limited to the dissemination of general information regarding the products and services offered by ZIK. The presence of this site shall
not be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to residents of any state in which
ZIK lacks authority. All information contained in this website is believed to be accurate. Any information provided by links from our
website is believed to be from reliable sources but we make no representations as to its accuracy or completeness. ZIK is not
responsible for damages incurred as a result of visits to other websites.
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ZIK LLC
Registered Investment Advisor
Registered Investment Advisor