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Investment Advice

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

  • 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

Analyses & recommendations: CHF 750.00

Individual fee comparison: CHF 250.00

Personal investment proposal: CHF 2,000.00

INVEST TODAY INTO YOUR FUTURE!

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