A complete list of active advisors currently associated with Zor Capital, LLC

Warmer can help you find a great advisor at Zor Capital, LLC or one who fits your needs even better.

Zor Capital serves individual and high-net-worth clients, offering discretionary portfolio management, individualized asset allocation, and custom-tailored investment programs. Accounts are maintained through qualified custodians (Interactive Brokers and Charles Schwab), and the firm manages both performance-fee and non-performance-fee accounts under written advisory agreements. The firm’s investment process combines fundamental and technical analysis and implements both long-term buy-and-hold positions and shorter-term trading as appropriate; it uses a range of instruments including stocks, bonds, ETFs, inverse ETFs, and cryptocurrency-linked ETFs. Portfolios are managed on a discretionary basis with regular monitoring and rebalancing, and the adviser documents its strategies and trade allocation procedures in its policies. Noteworthy for a firm its size, Zor Capital offers performance-based fee arrangements to qualified clients and discloses specific policies to mitigate conflicts that can arise between performance and non-performance accounts. The brochure also discloses that the firm’s principal maintains a public-facing financial-education presence (a weekly social-media chat and a paid educational website), an activity the firm notes alongside its code of ethics and supervisory procedures.

To learn more about the advisors currently working at Zor Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.