ZRCOR Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ZRCOR Inc. provides discretionary investment management to individual and trust clients, offering ongoing asset management and project-based portfolio evaluations. Clients receive periodic electronic reports and custodial broker statements, and the firm does not maintain custody of client assets.
The firm uses both fundamental and technical analysis and pursues a range of strategies, including long-term holdings, short-term trading, and short sales across equities, fixed income, mutual funds, ETFs, and foreign and emerging market securities. Accounts are reviewed regularly (at least twice monthly prior to transactions), clients may impose written investment restrictions, and portfolios are generally managed on a discretionary basis while the firm does not vote client proxies.
Managing roughly $10.6 million in assets across 13 client relationships, ZRCOR operates with a relatively small client base for its reported AUM, producing larger average account sizes and making hourly, project-based portfolio work available. The firm’s principal brings a long personal investing history and a mix of technical analysis, short-selling, and value-oriented approaches, which is broader and more tactical than many peers that emphasize primarily buy-and-hold equity allocation.
Client services
Expertise
Fee options
0.78% annually
$125 per hour for portfolio evaluation or project work
Minimum fee: Minimum quarterly fee of $195 Fee-only: Investment advisory fees only; no commissions
Main office
Monterey CA
Advisors at this office
1
Most active in
California
Also doing business as
Zee, Roland · Zee, Roland Wilson · Zrcor Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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