ALPHA-OPTIMUM

Concentrated portfolios or intense trading are not wrong per se - if you understand the needs of the client. We support you in developing an advisory process that addresses the true goals and needs of your clients and thus maximizes their long-term satisfaction... Sustainable investing should lead to better investment performance in the long term. In addition to the careful use of our natural resources, social aspects and corporate governance must also be taken into account. We support you in credibly integrating sustainability into your investment process... Strategic Consulting in Wealth Management. Where scientific evidence meets decades of experience.

Also known as: alpha-optimum GmbH

Registration numbers: CHE-386.070.214 (W)

Primary location: Hedingen Switzerland