Work With Me
I’ve been managing money since 1997. I went independent in 2011 because I wanted to do things the right way — for my clients, not for a brokerage.
Since then, I’ve built a process you can understand, and a structure that gives you 100% visibility into everything I do with your money.
I don’t manage hundreds of clients. I manage accounts for people who trust me to take their capital seriously. If that’s you, let’s talk.
In 2025, I competed in the U.S. Investing Championship — 579 entrants, tracked over 12 months — finishing in the top 7%.
My real-time calls on X (@ZorTrades) have been documented and timestamped since 2009. I post entries. I post exits. I post the losses too. That’s not normal. That’s the point.
I’ve been featured by CNBC, Fox Business, the Wall Street Journal, Barron’s, and CNN Money — not for having opinions, but for being right when it mattered.
THE PHILOSOPHY
Most advisors talk about returns. I start with risk. My number one job — before any trade, before any position — is to not lose your money.
In bull markets, everyone looks smart.
It’s the bear markets, the blow-offs, and the sudden reversals where the real separation happens. That’s where I earn my keep.
I run a hybrid approach: a passive core that captures long-term market growth, plus a tactical momentum layer that leverages setups most investors miss. Long and short. Always managed with clear risk parameters.
HOW IT WORKS
What’s the minimum? $100,000.
How do I get started? Book a call using the link below.
We’ll discuss your situation and goals to determine whether we’re a good fit. If we move forward, I’ll send you a link to open an account at Interactive Brokers under your name — connected directly to my advisory firm so I can trade it on your behalf.
Can I see what’s happening in my account? Always. You can log in at any time to see balances, positions, trades, and performance — in real time. Full transparency is non-negotiable.
Do you trade complex instruments or derivatives? No. We use equities and ETFs. No complex derivatives. Simple tools, applied with discipline.
How do you manage risk in a bad market? Cash and short exposure.
When the market rewards recklessness, you can get away with a lot. When it doesn’t, you need tools that actually work. I’ve been through enough cycles to know the difference.
Who is this right for? Investors who want active management, full transparency, and a manager who has real skin in the game — not someone who just watches an index.
