Generating Cash Flow and Building Wealth. All Done for You.
Investment portfolio management, for the near term and the long run, from the founder of Stocks with Zishan.
A note from Zishan
Craft in analysis. Roots in tech. Together, a winning edge.
For more than two decades, I've traded and invested in the stock market, mastering the art of technical analysis, reinforced by fundamentals and research, turning it into proven high-performing smart systems and strategies that uncover hidden opportunities early and manage risk effectively. My performance has been public for three years on X, and more recently in my Stocks with Zishan WhatsApp community, where 400+ members have watched it play out live.
Twenty years as a tech professional, ex-Apple and ex-Broadcom, has given me a view from inside the industry, understanding technologies, how companies operate, and how their decisions move stock prices. An edge regular portfolio managers with only finance backgrounds don't have.
Many of you have asked me the same thing: “Can you just do it for me?” Zishan Capital Management is my answer: a registered investment adviser with a fiduciary duty to you, and a deliberate small client list, so that every portfolio is built around your goals and gets my personal, undivided attention.
Zishan (RIA registration in process)
Two Services. One Goal. Growing Your Wealth.
A rare combination of hedge fund style active trading and traditional long-term wealth management, under one roof.
Active Trading Portfolio
Trade the swings. Ride the waves.
Short-term, thesis-driven trading that rides the waves of volatility, rinse and repeat, in a separately managed account
Active Long-Term Portfolio
Compound quietly. Grow steadily.
Diversified long-term investments based on technical and fundamental analysis, for retirement, savings and multi-year goals
Combined Recommended
Both portfolios. One plan. Managed together.
Both portfolios, managed as one plan
- Investors wanting to generate cash flow with short-term trading
- Comfortable riding volatility for possible repeatable returns
- Investors building wealth through compounding over years
- Money you don't want to think about weekly
- Investors who want the whole picture managed
- Long-term core builds real wealth; an active slice rides volatility
- Each strengthens the other, and I manage the balance
What You're Actually Paying For.
Decades of experience, strategies that have proven themselves, and a constant watch on your portfolio, every single day.
I watch every day, so you don't have to
I monitor your portfolio in real time, so no major event catches your investments off guard. That means quick reaction, while bigger firms are often too slow.
Proprietary systems, built to perform
The same systems generate repeatable swing trades for cash flow, and uncover the best long-term opportunities for lasting growth.
Active management, not autopilot
Robo-advisors and automated portfolios buy the same amount, on a fixed schedule, regardless of price action or technical analysis. Core positions still hold for years.
Risk management, at its best
Non-negotiable rules on protecting capital and limiting losses. Also, protecting overextended gains by trimming positions at the top.
A relationship, not an account number
Direct access to the person actually managing your money, personally investing in line with your values and beliefs.
One flat retainer fee. No profit sharing.
All profit remains yours.
Retainer + AUM fee = Your total fee
Both apply to every service. No performance fees, ever, except for SEC-qualified clients*.
Fee structure by account size
| Account size | Retainer | Profit sharing |
|---|---|---|
| $75k–$150k Currently unavailable | NA | X |
| $200k–$400k | $600/mo | X |
| $400k–$600k | $900/mo | X |
| $600k–$1M | $1,200/mo | X |
| $1M–$1.4M | $1,500/mo | X |
| SEC qualified client* | $0 |
| Account size | Retainer | AUM fee |
|---|---|---|
| $75k–$99k | $100/mo | 2%/yr |
| $100k–$199k | $300/mo | 2%/yr |
| $200k–$399k | $600/mo | 2%/yr |
| $400k–$599k | $800/mo | 2%/yr |
| $600k+ | $1,000/mo | 2%/yr |
| SEC qualified client* | $0 | 1%/yr |
| Account size | Retainer | AUM fee |
|---|---|---|
| $100k–$249k | $400/mo | 2%/yr |
| $250k–$499k | $600/mo | 2%/yr |
| $500k+ | $800/mo | 2%/yr |
Important note, on capital size
A 2% gain on $50,000 is $1,000. That same 2% on $500,000 is $10,000, same percentage, a bigger dollar result. And since there's no profit sharing, the profit is all yours.
The bigger your investment, the larger your gains in dollar terms.
Fee structure example
Not a suggested account size, just a way to visualize how the fee structure works. The gain percentage below is hypothetical. The fee is not.
A $300,000 Active Trading Portfolio account, in the $200k–$400k tier:
- $600/mo: your flat retainer. Fixed, whether the month is up or down.
- $8,750/mo: a hypothetical 35% annual gain, spread evenly across 12 months.
- $8,150/mo: roughly what that could leave you after the retainer (more in a stronger month, less or negative in a weaker one), and whatever it is, it's entirely yours.
Note: this is a hypothetical example for explanation purposes only, not a projection, estimate, or promise of actual or expected performance. Actual returns will vary and may be negative.
- $250,000 to start
- Lower amounts considered case by case
- $100,000
- Each portfolio's minimum applies on its own: $250,000 for Active, $100,000 for Long-Term
- Withdraw profits and/or cash at any time
- Close the account with one month's notice
- Withdraw profits and/or cash on request
- Close the account with three months' notice
- Same as above, for each account
How it works, from first message to managed account.
I'll take on a limited first group so that every account gets my attention.
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Join the interest list
Two minutes. Tell me which service interests you and roughly what you're thinking of allocating. I read every submission personally.
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Introductory call
Once registration is complete, we dive deeper into your goals, capital size, risk management, Shariah compliance, and other topics that matter to you. This is where we decide together whether it's a fit, and where we confirm fees and minimums.
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Agreement and account setup
You review and sign the advisory agreement and disclosures. You open an account in your name at the custodian and grant me trading authority. Funding comes from you, directly to the custodian.
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Managed
I begin positioning the account according to the mandate we agreed. You keep full visibility through the custodian, plus my written reviews.
Investing aligned with your values, not against them.
Ethical or faith-based, however you define it, it's built around you.
Shariah compliance
Discussed and confirmed together, personally, on our first call.
Your ethical standards
Any other faith-based or ethical preference, built into how your account is run.
How I think about risk.
Amateurs gamble on being right. Professionals protect capital first, and let it grow.
Exits are decided before entries
The exit is defined before the entry, so losses stay predictable, never open-ended.
Cash is a position
When there's no real setup, cash is the trade, not forced activity to look busy.
Your mandate, not mine
Your account runs to the risk level we agree on, and adjusts when your life does.
The questions people ask me most.
If yours isn't here, ask it in the form below.
What does "registration in progress" mean?
Zishan Capital Management is registering as an investment adviser with the California Department of Financial Protection and Innovation (DFPI). Client accounts open once that registration is approved. This page lets you raise your hand now so you're first in line when I begin onboarding.
Is my money held by you?
No. Your account is opened in your name at an independent custodian. I'm given authority to trade in it, and to deduct agreed fees. I can't withdraw your money or move it anywhere else, and you can see every transaction directly through the custodian.
Can I withdraw at any time?
Yes. You can add to or withdraw from your account at any time. To close an account I ask for one month's notice on Active Trading Portfolio and three months' on the Active Long-Term Portfolio, so positions can be unwound in an orderly way.
What happens if you lose money?
Losses are part of investing and I'll have them. What you're paying for is a process that limits how large they get and a manager who's transparent when they happen. My fee is a flat retainer, not a share of your losses or your gains.
Is this a fund, or my own account?
Your own account. Both services are separately managed accounts. Your holdings are yours, visible to you, and not pooled with anyone else's.
How is this different from following you in the community?
In the community I share ideas and you decide what to do with them. Here, I do the deciding, the executing, and the managing, under a fiduciary duty to act in your interest, and tailored to your risk tolerance rather than to a general audience.
Will you accept everyone who signs up?
No. I'll keep the first group small. The introductory call is a two-way conversation about whether the service suits you and whether I can serve you well.
Join the interest list.
I'll reply personally within a few days.
No commitment, no account, no money moves. Just a way to tell me you'd like a conversation when the time comes.
You're on the list.
Thank you. I'll be in touch personally once registration is complete and I'm able to begin conversations.