Swiss Usadvisors

Overview

Swiss Usadvisors is a small, specialist wealth manager focused on portfolio management for individual and family clients. The firm runs a predominantly equity-oriented strategy, allocating a meaningful portion of its assets to exchange-traded equities for core market exposure while supplementing portfolios with income and credit instruments. Fee arrangements include both percentage-of-AUM billing and performance-linked fees, suggesting the firm structures some mandates to align compensation with returns on concentrated or alternative strategies. Swiss Usadvisors does not list itself as an active ESG investor and maintains a single-office operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices