Optimize Your Portfolio Today!
is your portfolio performance competitive?
do you pay too much fees?
Is the risk level in line with your expectations?
what kind of hidden fees are you being charged for?
Don’t Settle For Less
Optimize Your Portfolio
How would it free up your time to know you benefit from the lowest level of fees instead of comparing offers from different Banks. No more back and forth negotiating fees.
Imagine the peace of mind you would feel knowing you portfolio will behave according to the risk level you expect.
Enjoy more wealth accumulation thanks to compounded above average long term returns and no more hidden fees.
THINK high quality
Is Your Portfolio Built Exactly As You Need It
Imagine knowing that your 1 million+, Swiss based Investment Portfolio is setup in a way that assure you
- competitive banking charges
- no hidden fees
- expected risk level
- above average return
Our GOAL
Help, protect AND COMPOUND YOUR WEALTH !
portfolio banking charges
portfolio hidden costs
PORTFOLIO RISK LEVEL
COMPARATIVE performance ANALYSIS
Services
What We Can Do For You
If you are the owner of an account in Switzerland with assets of minimum 1 million CHF or equivalent then we can offer you the following consulting services.
Detailed analysis of your portfolio banking charges
- You get a list of current charges and a custom list of rates to aim for.
- You are also given simple advices on how to get those best rates.
Research and analysis of your portfolio hidden costs
- You get a list of discovered hidden fees
- You get simple advices to reduce them efficiently.
Evaluation and expert report of your portfolio risk level
- You get quantitative risk metrics
- You are also guided with real life scenarios explanations.
Comparative analysis of your portfolio return
- You get a clear picture of your performance
- You are shown how it compares to a simple benchmark
- You are shown how it compares to competitors
From The Founder
Financial peace of mind
You always wonder when you speak with your bank or asset manager. How much do they care about me ? What we offer you is an expert and unbiased view of your portfolio. How we guarantee to deliver the best analysis possible you ask? Click below to read the full article.