Investment Advice

Advice and analysis of your current investments and portfolio situation as well as recommendations for future investment opportunities:

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• Risk analysis; Risk awareness vs. Risk ability

• Stocks vs. Bonds vs. Funds vs. Alternative Investments (Yields/Risks)

• Offerings, products and solutions from banks and independent asset managers (fee comparison)

• Preparation of a personalised investment proposal

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Analyses & recommendations: CHF 750.00

Individual fee comparison: CHF 250.00

Personal investment proposal: CHF 2,000.00