Whether your financial strategy is to simply protect your current assets or to pursue aggressive growth, ZT Investments can satisfy both your investment goals and risk tolerance.
With the expert guidance of ZT consultants who are registered representatives with IMS Securities, Inc., companies and individuals can devise plans for asset management and asset protection.
We deeply understand that your personal and business finances must be seen as two separate but critical parts of your entire financial picture. With ZT, you’ll get the expertise and vision to provide you with a smooth, symbiotic and comprehensive plan between the two. We’ll examine your financial goals and your budget while having your tax planning reviewed, insurance risk and investments, asset allocation, retirement plan, estate law and your estate.
ZT Investments can coordinate with your accountant, insurance agent and estate lawyer to assist you with these services. In addition, we provide a wide range of investment strategies that can help you reach your goals. Stocks, bonds, mutual funds, retirement plan strategies, college savings plan strategies, insurance: We offer them all, as well as exciting developments such as:
• Altus HMS, which develops and manages medical centers. Created by the ZT Group of Companies, this unique partnership helps doctors keep profitable procedures within their own practices while sharing the cost of expensive equipment. ZT Group also handles the daily business management so doctors can concentrate on what they do best – medical care.
A partial list of companies that have investments we offer includes:
• AIM Investments
• AllianzLIFE
• AmREIT
• Behringer Harvard
• Enterprise
• Franklin Family of Funds
• GE
• Hartford
• ING Funds
• Jackson National Life
• John Hancock Insurance
• Mass Mutual Financial
• Penn Mutual
• Phoenix Wealth Management
• Prudential Financial
• Sterling Trust Company
• Wells REIT
Have any Investment questions, visit our ZT Investments Frequently Asked Questions.
EDI Financial, Inc., EDI Investment Advisor Corporation, Taseer Badar, Kraig Killough, Jason Harrison, and Nuruddin Ali are not engaged in rendering legal, accounting, or tax advice. If this advice is required, utilize the services of a CPA, attornery, accountant, or other consultant as may be required.