Valcorra Capital provides active investment management and basic financial planning services for individuals, high-net-worth individuals, trusts, and corporations. Founded in 2026 and based in Houston, Texas, Valcorra Capital builds personalized investment portfolios using exchange-traded funds, mutual funds, individual stocks, and alternative assets like real estate and options. The firm uses a buy-and-hold strategy and rebalances portfolios regularly according to each client's goals and risk tolerance. Financial planning covers topics such as retirement accounts, children's savings accounts, and insurance. Valcorra Capital has the authority to make trades in client accounts without asking first and does not impose a minimum portfolio size to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Financial planning is included at no extra cost.