4.99 chf TOTAL COST
22.45 chf TOTAL COST
31.90 chf TOTAL COST
69.75 chf TOTAL COST
134.50 chf TOTAL COST
Overview of the functionalities of
THE FOUNDATION: YOUR CURRENT SITUATION
In a first step we are interested learning more about you. We get to know your current situation and your preferences regarding certain topics. This is an easy and quick process. You just need to answer a few simple questions. That way we learn enough about you in order to be able to provide you with a tailor-made investment recommendation.
THE INVESTMENT ADVICE: AS INDIVIDUAL AS YOU ARE
We create an individual suggestion for investment based on your profile. Because your situation is unique, most probably nobody else will receive the same recommendation as you do. Our recommendation is so detail rich and specific that you can easily transact the different components of the suggestion with your bank branch or online broker. You can also simply take the result of our investment advice and compare it with your existing holdings.
ON THE PULSE OF THE MARKET...
In order for you to be up-to-speed on the important developments in financial markets, you receive twice a month a short, easy-to-read and personalised newsletter with information regarding current investment themes and important events. We also keep you updated about your current level of points valid for additional investment advice.
SIZE DOES NOT MATTER
We treat all customers equal independent of the size of your assets. No matter how big or small your assets are, we give for each and every investment recommendation our very best. For this very reason every customer pays the same price for our services.