About Us

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Independence

Unlike many larger institutions we are not bound to follow company imposed purchases of various investment instruments. In fact our performance over the years has been achieved almost entirely with the use of individual equities and bonds for portfolios over CHF 1 million in size and with ETFs for those which are smaller value. ETFs (Exchange Traded Funds) follow index performance and due to their low cost structure offer clients very good value.

We use ETFs to cover volatile emerging markets or sectors like alternative energy which have substantial profit potential but whose individual components are very volatile. By doing this we have kept risk at the same or lower levels than our benchmark and peers and have produced a better performance by using strict investment discipline and re-balancing the portfolios regularly. We never use structured products or leverage in our client portfolios.