At Targon Capital, we provide a comprehensive portfolio investment strategy tailored to meet the unique needs of individuals, families, pensions, trusts, and charities. Our approach combines collaboration, expertise, rigorous processes, and transparent reporting to ensure optimal performance and protection of your wealth.

  • Our Mission
Confidence

We educate and empower you on investing, taxes, and insurance, instilling confidence in your financial journey.

Clarity

We simplify complex financial concepts into plain, straightforward language, eliminating the need for deciphering jargon.

Empowerment

We empower you with actionable recommendations, giving you complete control over your financial situation and future.

  • Our Capabilities

Targons proven approach

Investment Philosophy
Investment Process
Model Portfolios

Our Portfolio Investment Strategy Approach

01.
Define Investment Philosophy
Our investment philosophy, validated by research from the University of Bath and the University of Bristol, emphasizes aligning investments with the appropriate risk levels to achieve optimal returns through a multi-asset approach.
02.
Implement Risk Management
Focus on Risk Management We use advanced models, including Macro Regime, Statistical Regime, Financial Conditions, and Financial Stress, to guide dynamic asset allocation and identify the best risk-adjusted opportunities.
03.
Develop Model Portfolios
Diversified and Managed Portfolios We offer three core model portfolios: 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), each designed for different investment objectives and risk tolerances.
04.
Provide Bespoke Solutions

Tailored Investment Strategies We collaborate directly with clients and their advisors to create personalized investment strategies. Our bespoke solutions dynamically adapt to market changes and individual goals, ensuring a custom approach to risk management and investment opportunities.

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Why Choose Us?

Choosing Targon Capital means opting for a partner who is committed to your financial success. We align our interests with yours, eliminate conflicts of interest, and avoid behavioral decision-making errors through a disciplined, transparent approach. With our expertise and dedication, you can trust that your wealth is in good hands.

Contact us today to learn more about how our portfolio investment strategy can help you achieve your financial goals.