Fee Only compensation and Fiduciary Responsibilities:
Best way to minimize Conflicts of Interest
Our only income comes from the client fee. No commissions etc.
We do not sell products for fees or commissions.
We do not receive referral fees when recommending other professionals
Expertise in Cross Border Financial Planning:
Specialty in Americans living in Switzerland / Abroad or Swiss Moving to America.
Knowledge of both investment environments
Knowledge of Tax Treaty and common Tax Problems
Deep Understanding of Issues affecting Americans overseas
Other planning issues
We have always helped our clients to be Tax compliant.
Our goal is to keep you out of trouble while being tax efficient
Small Team focused on Customer Service: Prefer long-term relationships
Fast response time
Clients best interest always first.
Client specific solutions
Investment Management Principles:
Personalized Asset Allocation & Investment Policy Statement
Comprehensive Risk Profile personalized for each client
Simple Low-Cost Investment Vehicles: Principally Index ETF’s
Tax Efficient with thoughtful tax management (tax loss harvesting)
Review and Rebalance Investment Portfolios Regularly
Professionally managed: Stable, disciplined, not stressed by market volatility
The confidence to tell you when we do not know something and the initiative to search for the answer or solution.