An institutional investor is a non-bank person, entity or organization that buys and sells securities on behalf of its members. Typically investing in large enough quantities to qualify for preferential treatment, Such as lower commissions and faster execution speed. Most market observers recognize multiple types of institutional investors. Such as Pension Funds, Mutual Funds, Hedge Funds, Endowment Funds, Commercial Banks & Insurance companies.
A High-net-worth individual (HNWI) is a person or family with liquid assets above a certain figure. Typically defined as holding financial assets (excluding their primary residence) with a value greater than US$1 million. Individuals with less than $1,000,000, but more than $100,000 are called sub-HNWI or affluent investors. A very high net worth individual is a person with at least $5,000,000, while an ultra-high net worth individual owns a minimum of $30,000,000 in investable assets, excluding personal assets and property.
An Accredited Investor is a status that individuals and entities qualify for if they meet criteria defined by the SEC. The most common criteria for accredited investors are if you made over $200,000 in the last two calendar years (or $300,000 with your spouse), or if you have greater than $1,000,000 in net worth, excluding your primary residence. For entities, common criteria are having total assets in excess of $5 million or if all of the equity owners are accredited investors.
Discover the proprietary technology that makes ZORT the ultimate tool for investors.
Using artificial intelligence and machine learning we create datasets that help develop proprietary algorithmic trading strategies these strategies are optimized to volatile market conditions
A Hyper-Watch neural technology that monitors the markets and creates data to identify complex buy and sell trading signals that are sent to the quantum trade managing branch of the network where the trades execute at lightning speed
A complex arithmetic of condition checks with machine learning capabilities that generates and stores new market data into Zort's trading algorithms Memory. It allows the AI to constantly learn and perform tasks at the same time to determine what it will do
A trade manager neural network division that will monitor, trigger, indicate and trade for the traders to ensure timely and accurate execution. We execute trades side by side so they share the same code space at the same time to ensure instant trades for every trader
An automated accountant branch that stores traders API Keys and builds unique data reports on all daily, weekly and monthly trades that was executed and automatically calculate Profit and Loss Statement to produce a professional audit for each trader to ensure accuracy
A division of the neural network that will monitor and analyze trade data from multiples sources using indicators and triggers to alert the trade manager of possible opportunities. Data Analysis pulls trading data from multiple sources including an array of exchanges and brokers
Nearly 30% of high net worth individuals are very interested in crypto and continue to get exposure to the space while investing high amounts.
Family offices with significant assets seek diversification and turn to adding cryptocurrency investments to their portfolios.
Angel investors are continually looking for early opportunities in rapidly growing sectors and are seeking early-stage crypto ventures & markets to engage in
Venture capitalists trying to balance their investment portfolios are increasingly taking interest in high-quality crypto and blockchain ventures with long-term feasibility.
Private wealth managers and banks with significant assets under management are looking to understand and include cryptocurrencies in their portfolios.
Institutional Investors have been beginning to understand the cryptocurrency space with handfuls of institutions already having invested hundreds of millions of dollars in the space and continue to learn more about long-term crypto ventures
Please contact us with any questions regarding ZORT Institutional.
