Do you prefer to undertake a more active role in managing your portfolio? Our investment advisory service is here for you.
Thus, you benefit from all our expertise while retaining decision-making power.
Before advising you on investments, we always start by thoroughly analyzing your personal situation and your expectations as an investor.
Based on your needs and specific goals, we propose an appropriate investment strategy and provide you with a steady stream of personalized investment recommendations.
You then make the final decision!
Naturally, we ensure the regular monitoring of your portfolio and will periodically discuss the results with you.
Thanks to their wide range of complementary skills, our specialists provide expert advice across a vast selection of financial instruments:
ARCORA is authorised as an asset manager by the Swiss Financial Market Supervisory Authority (FINMA), supervised by AOOS (national supervisory body) and is a member of the Swiss Association of Asset Managers (SAAM). Affiliated with OFS – Ombud Finance Switzerland.
