Experienced People. A shared commitment to your goals.
Trust grows when you know the people behind a firm. What they bring to the work, what they believe, and how they approach their responsibilities.
At FortyOne, we bring investment experience, thoughtful communication, and a commitment to earning that trust over time. Our work begins with understanding what matters to you and the role your wealth plays in your life.
Adam Zuercher, CPA, CFP®
Adam founded FortyOne to build the investment firm he would choose for his own family. A firm that combines disciplined investment management, exceptional client service, lasting client relationships, and unwavering integrity.
His career began in 1999 at a regional CPA firm, where he helped the partners build a personal financial planning department and launch a registered investment advisory practice from the ground up. While there, he earned his CPA and CFP® designations and helped individuals, families, and business owners connect tax planning with investment decisions. That foundation continues to shape his perspective: managing wealth requires understanding the full financial picture.
In 2002, Adam co-founded Hixon Zuercher Capital Management. Over the next two decades, he served as Chief Executive Officer and Chief Investment Officer, building the firm’s investment philosophy, risk framework, and client relationships. He subsequently spent approximately three years managing public equity and fixed-income portfolios for a single-family office, deepening his experience with wealth intended to serve a family across generations.
Across his career, Adam has managed portfolios through the dot-com downturn of 2000–2002, the global financial crisis of 2007–2009, the 2020 COVID crash, and the 2022 inflation and interest-rate-driven bear market. Those experiences reinforced his respect for risk, the importance of disciplined decisions under pressure, and the value of clear communication when markets are difficult.
As FortyOne’s Chief Investment Officer, Adam leads investment research, portfolio construction, and risk management. His approach combines fundamental research to identify what to own with technical analysis to inform timing and risk decisions.
His work rests on a few core convictions: compounding wealth requires a long-term perspective; after-tax results matter; managing downside risk supports long-term growth; and clients should understand the thinking behind the management of their wealth.
For Adam, investment excellence and personal accountability belong together. Both are essential to earning trust over time.
Adam earned a Bachelor of Business Administration in Accounting, with a minor in Information Systems, from the University of Toledo.
Avery Zuercher
She leads the firm’s marketing and brand work, including its website, digital communications, and video production. Her focus is helping clients and prospective clients understand who FortyOne is, how the firm approaches investing, and what to expect from a relationship.
Avery studied Visual Communication Technology with a marketing minor at Bowling Green State University. She brings that combination of creative and technical skills to the way FortyOne shares ideas and connects with its audience.
Get to know FortyOne
Choosing an investment firm is a personal decision. We would welcome the opportunity to learn about your goals,answer your questions, and help you determine whether our approach fits what you are looking for.