A complete list of active advisors currently associated with ZRCOR Inc.

Warmer can help you find a great advisor at ZRCOR Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at ZRCOR Inc., 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.