„Successful investing is anticipating
the anticipations of others“
John Maynard Keynes
Private advisory and asset management for your investment.
Swiss American Advisors AG offers two investment approaches in accordance with the SEC regulations:
You entrust us to manage your assets on your behalf. In a meeting with us, we will outline the various investment approaches and strategies which will best meet your personal needs.
You decide the amount of funds you wish to invest, the investment horizon and the amount of risk you are prepared to accept. Using this as the basis for the investment strategy to be followed, you instruct Swiss American Advisors AG to manage your assets.
Swiss American Advisors AG provides advice to clients on their investments. We offer investors an excellent, personalized service, tailored to the amount being invested and the investment goal to be achieved.
You profit from our investment research and our daily market observations. Through regular contact with your advisor, he will provide you with objective and independent recommendations an all investment categories. The final decision for making any investment changes lies with you.
For both the Advisory and Asset Management approaches, you will receive the information required to file your USA tax forms.
We also provide support in questions of taxation, inheritance and other financial issues. You benefit from our wide network of independent specialists with whom we cooperate regularly on such matters.