Zrcor Inc.

Overview

Zrcor Inc. is a small, individual-owned advisory firm that focuses on portfolio management for individual and family clients, with services extending to small businesses. The firm’s stated client base and advisory activity point to a hands-on, discretionary investment approach: its assets are managed under authority rather than left in a purely advisory or referral relationship. Zrcor Inc. charges clients by a percentage of assets under management and also uses hourly billing for some engagements, which suggests it combines ongoing portfolio oversight with project-based financial planning or consulting work. Investment preferences are equity-centric. The firm’s asset mix and stated “preference: equities” indicate a tilt toward liquid, listed securities as the primary building blocks of client portfolios. Zrcor Inc. is not flagged as an active ESG investor and does not present itself as a multi-state or institutional pension consultant; its operations and investment choices are oriented toward private individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices