Philosophy
- We strive to offer high quality investment advisory services and develop sustainable investment solutions without having minimum investment or minimum fee requirements.
- We are truly independent and therefore free from any conflict of interest. As a consequence we do not engage in retrocessions (hidden fees) and pass on kick-backs to our clients where applicable.
- We are convinced that the size of a client's portfolio shall not define the quality of advisory the client will receive. Hence, important concepts such as risk analysis, diversification or re-balancing can never be neglected or abandoned due to 'low profit' reasons.
- All our processes, from the analysis of a client's risk profile, to asset and product allocation or reporting as well as our fee structure are comprehensible and 100% transparent.
- Our clients always receive optimal advice regarding their risk capacity and risk tolerance and are thus aware of the inherent chances and risks of the chosen investment strategy.
- To us Asset Management does not stand for chasing returns. It stands for reducing the investment risk to a minimum for an expected rate of return.
- We avoid stock picking or expensive actively managed funds. Our investment universe is focused on passively managed funds such as ETFs or Index funds. Due to the low cost nature of these investment products and the fact that an overwhelming majority of stock pickers (including actively managed funds) do not beat their benchmark over the long run, they represent the ideal choice for the cost-conscious investors.
- Our investment process is based on an innovative Multi-Asset-Class Solution that focuses on strategic asset allocation, which accounts for roughly 90% of a portfolio's long-term success.
Contact
Receive an investment proposal based on your personal risk profile:
or contact us directly:
+41 (0)44 515 45 45