Zeta Investment cooperates closely with Targa5 Advisors, a Swiss-based Asset Management Company to serve for the best interest of the clients.
We determine which investments support the growth of the client’s portfolio. This includes statistical analysis of the prevailing market trends, interviews with company officials, and everything that would aid in achieving the stated goal of client's asset appreciation. Most commonly, the advisor invests in products like: Equity, Fixed Income, Real Estate, Commodities, Alternative Investments, Equity Derivatives, Structured Product and Mutual Funds.
Our close cooperation’s with numerous banks enable us to present different offers to eventually come up with the best price per value. We research investment options, conduct due diligence on potential opportunities, determine when best to buy and sell assets, and measure life cycle costs.
As a Swiss company, we manage and keep track of assets from different locations, so the client is able to choose different countries and different banks, providing a one stop shop for global accounts, and giving the opportunity to plan against financial, operational, and legal risk.
It's our mission to customize the client's portfolio to suit the client’s income needs, tax circumstances and liquidity expectations, all with the aim of efficiently delivering growth. Moreover, we scan the market for the best Trust company, in case the client is interested in creating one.
Targa, is an institution that is managing $1.5B, it has the strength to pressure banks for the best pricing, and it performs by working with client portfolios while taking numerous variables into consideration, including the individual aims, goals, circumstances, and risk aversion of clients. It is even possible for asset managers to base decisions on the ethical values of clients along with their personality, like sharia compliance for example.
Targa focuses on growing portfolios for their clients and on making intelligent purchasing decisions that ultimately boosts the value of the funds their clients hold. It is also common to see a relationship between asset managers and their client last decades, with managed assets passed down to heirs in the process.
Zeta's aim is to acquire minority or majority stakes from fundamental companies with a significant potential growth.
Through the possibility of Pre-IPO, Zeta is able to acquire a significant amount of shares in advance of its listing on a public exchange.
Zeta buys and sells shares of solid companies in the financial market around the world.
Zeta's analysts with sector specific experience and knowledge are conducting insights, fundamental research reports, expert analysis, technical offers for trading in the US, Europe and Middle East.