Zor Capital, LLC

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.