Investment Management
And Advisory
Comprehensive financial consulting services tailored to your needs
Services
To meet your needs
Active Investment Management
Investment Philosophy
Right Risk, Right Investment, Right Time: Our philosophy, validated by research from the University of Bath and the University of Bristol, emphasises a multi-asset approach to ensure investments align with appropriate risk levels for optimal returns.
Investment Process
Risk Management Focus: Our methodology prioritises risk management using models (Macro Regime, Statistical Regime, Financial Conditions, Financial Stress) to guide dynamic asset allocation and identify optimal risk-adjusted opportunities.
Model Portfolios (Core Account)
Diversified and Managed: Offering Growth 1 (75% direct equity, annual rebalance, ESMA 5), Growth 2 (actively managed ETFs/funds, quarterly rebalance, ESMA 5), and Income (60%+ bonds, quarterly rebalance, ESMA 3-4).
Bespoke Investment Solutions
Tailored Client Strategies
Personalised Collaboration: We work directly with clients and advisors (e.g., PwC, KPMG) to develop customised investment strategies, dynamically adapting to market changes and individual goals.
Opportunity Account
High-Risk, High-Reward: Designed for high-risk tolerance clients, focusing on short-term, thematic investments in trending sectors like IT (AI), Pharma (Obesity), and Carbon Capture.
Custom Risk Management
Individualised Focus: Our bespoke solutions are tailored to meet unique client needs, focusing on personalised risk management and investment opportunities.
Passive Investment Solutions
Access to Quoted ETFs
Broad and Cost-Effective: Clients gain access to a wide range of quoted ETFs and reputable funds (Vanguard, Dimensional Funds, Zurich, Aviva), ensuring diversified, low-cost market exposure.
Reputable Fund Providers
High-Quality Choices: Investments include options from well-known providers, ensuring reliable and high-quality investment opportunities.
Cost-Effective Diversification
Minimised Fees: Our passive solutions are designed to minimise fees while maximising diversification and potential returns, offering an efficient investment solution.
Industries
Right Risk,
Right Investment
& Right Time.
25 Years of Experience
The Targon Capital Philosophy
Founding Vision:
Regulation and Credibility:
Client-Centric Approach:
Diverse Offerings:
Proven Performance:
Why us
Our mission is to provide independent, experienced advice free from biases, aiming to protect and grow your wealth.
Mark Roche
Founder, MD & CIO. Mark Roche brings 25 years of investment experience from Ireland’s top investment and wealth management firms.
Targon Capital
Trusted Investment Advisory. Targon Capital offers expert advice to high-net-worth individuals, entrepreneurs, family offices, corporations, charities, trusts, and retirement plans. Founded with a commitment to align interests, eliminate conflicts, and avoid behavioural decision-making errors, Targon Capital emphasises full transparency and integrity in all our services.
Risk-based, Scientific Approach to Investment Management
Award winning international multi-asset Portfolios
Transparency in reporting guides every investment journey.
Consolidated Reporting
We offer comprehensive reports at the asset and investment levels to optimise returns and minimise costs.
Monthly Reports
Detailed monthly reports provide insights into recent performance and adjustments.
Ad-Hoc Meetings
Flexible scheduling for meetings or calls to address any concerns or queries.
Online Access
Clients have full online access to their portfolios for real-time monitoring and detailed report reviews.
Quarterly Reports
Quarterly reports highlight trends and long-term performance metrics.
Prompt Responses
Timely and thorough replies to emailed questions ensure clients are always informed and supported.
Testimonials
Those who trust us
Deciding to work with Targon Capital was one of the best financial decisions I have taken. The financial advice, service and manner have been invaluable. They listen. Their expertise, advice and performance are helping me achieve my goals with confidence. I would highly recommend Targon to anyone looking for expert financial advice and peace of mind that their investments are being well looked after and protected.
Testimonials
Those who trust us
Deciding to work with Targon Capital was one of the best financial decisions I have taken. The financial advice, service and manner have been invaluable. They listen. Their expertise, advice and performance are helping me achieve my goals with confidence. I would highly recommend Targon to anyone looking for expert financial advice and peace of mind that their investments are being well looked after and protected.
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