Strategic Swiss Advisors Ag
Firm details
- Headquarters
- Wollerau,
- CRD number
- 169335
- Registered since
- November 1, 2013
- Custodians
- BANK JULIUS BAER & CO. LTD., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Strategic Swiss Advisors Ag is an independent, SEC-registered investment advisory corporation that provides portfolio management primarily to individual and family clients, as well as small businesses. The firm appears structured as a foreign-owned entity with individual ownership and bills clients on a percentage-of-AUM basis. It does not position itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. Its registered advisory activity centers on discretionary portfolio management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Investment Grade Corp Bonds17%
- Private Funds14%
- Other6%
- US Government Bonds4%
Contacts
3 of 5Cristina Marin Forrer
Director, CCOCRD 7211360
Markus Angst
DirectorCRD 7879781
Rainer Nigg
Executive CommitteeCRD 6068545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wollerau, null
Location
Wollerau, null
Headquartered in Wollerau, null.
- Address
- 15 Etzelstrasse
- Office locations
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