AARP Financial Risk Planning

Americans have the AARP and Canadians have the CAPP to share retirement planning ideas. Other sources are domestic advisors associated with IRA's, mutual funds, company and labor union pension plans, Roth IRA, stock brokers, 401k plans, and others too numerous to mention. The pensioner's best interests of security and safety are paramount in each instance. Switzerland has others that are world leaders in global risk diversification with legal tax advantages. In today's financial world of currency turbulence perhaps a Swiss investment asset manager has some advice that is suitable for you.

Being a member of AARP is not a requirement for eligibility. You may be relying on your 401K, IRA, company pension, or a Roth IRA for your financial security. But are these investments sufficiently diversified to buttress your retirement for currency debasement, ie, inflation? You probably know someone who unfortunately discovered that Social Security or a company pension plan eroded in purchasing power as they aged. You need neutral partners.You need investment managers whose global approach reflects a finely-tuned understanding of the needs of an international clientele.

Swiss Portfolios has the Swiss partners for you. The rules of financial planning set the framework which guides everything they do. They combine this with a profound knowledge of the financial services industry. They know the terms and requirements, the safety and quality of a wide array of investment custodians. This enables them to select the custodian that most closely reflects your needs and thus ensures your interests are best-served.

Our choice of a Swiss partner for you is independent. They deliberately confine their core activities to wealth management and asset advice and have no conflicts of interests in their recommendations.

privacy in money affairs

your investment to grow

a safe and secure financial institution

legal tax advantages

control of and ready access to your funds

maximum protection of your assets

global diversification for lower risk and higher return

comprehensive reporting

investment management with no conflict of interest

Your portfolio will, in short, be professionally managed. Their unique concept of Network-Supported Investment Management draws on the expertise of world-renowned companies to reinforce their internal team's capabilities. Their network of highly qualified specialists help you arrive at effective and discrete solutions for your investments.

There are three different vehicles for structuring your account. They can, of course, be combined according to what suits you.

Special Asset Classes
Special asset classes have clearly defined asset goals. They can be used separately as addition(s) to existing portfolios, thereby emphasizing a certain category in an overall portfolio. Or they can be combined as a portfolio in itself.

Strategy Portfolios
Strategy portfolios are primarily structured according to your tolerance for risk and market volatility. Based on today’s extensive securities research and portfolio theories, expected performance and risks of a portfolio can be calculated. Our special client analysis tools will lead you to the category and custodian bestsuited to your financial goals and risk profile.

Advisory Portfolios
Advisory portfolios are best suited for larger private or institutional clients who wish to benefit from lower cost block-trading and at the same time be adequately diversified. Our extensive and clearly-defined investment management process allows for tailor-making of special asset classes.

Our Swiss partner can also assist with insurance solutions to help reduce your tax burden, avoid probate, protect against creditors, as well as allow broad asset and currency diversification.

The investment management process begins with you, particularly your choice of investment category(ies) and the amount you decide to invest. Special client and asset analysis tools help determine category recommendations and the custodian best suited to your financial goals and risk profile. The first step is to request a tailor-made investment proposal.

Getting started- To receive a personalized investment proposal from Swiss investment experts, please complete the Personal Investment Profile. You will receive an investment proposal based on your profile for your review without any obligation. All information is treated with strictest confidentiality. Please allow two weeks for airmail delivery. Click Here to complete your profile.

Contact them today and request a proposal. Their highly personalized approach will help you realize the lifestyle of your choosing.

We thank you for your interest and hope you are able to benefit from this information.