Encapsulating the best of both worlds, Zeltner & Co offers its clients the opportunity to invest in one, or both, of the following investment solutions: Zeltner & Co Leap consists of single, unique products covering a range of asset classes. Investing in these asset management certificates (AMCs) enable exciting, tangible interaction with alternatives and investment products aligned with the demands of our clients. Examples include physically stored metals – to which other investors have no access – cryptocurrencies and new blockchain-based businesses, and high-conviction individual stocks. Zeltner & Co also offers bespoke AMCs tailored to our individual clients’ needs. Zeltner & Co Lift is a traditional wealth management solution offered through the family office set-up, enabling our clients to invest their total wealth in diversified discretionary mandates, tailored to their individual risk profiles. This solution could be more suitable for clients looking for stability and security in their portfolios, and comes at no cost to the client beyond the usual fees for their custody banks. Driven by pioneering, results-proven and globally renowned experts who are backed up by our firm’s stable family heritage, Zeltner & Co provides its clients with an open door to new opportunities, connectivity and access that are unique in the marketplace.
View Top Employees from Zeltner & CoWebsite | https://www.zeltnerco.com |
Employees | 6 (3 on RocketReach) |
Founded | 2021 |
Industry | Financial Services |
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Nicole Zeltner is the Head Of Marketing of Zeltner & Co.
3 people are employed at Zeltner & Co.