We provide asset management services for US taxpayers with assets outside the United States. Every portfolio is individually managed, at a custodian bank selected by each client. Your choice of a private investment manager is based on trust.  On one side, you need a bank to safeguard your assets and to provide account servicing. On the other side, you require an experienced investment advisor who will look after your personal interest, and in whom you place your trust. These two functions can, but need not be combined and performed by only one institution. We believe that optimum asset management must be neutral and free from any conflict of interest. We do not propose a mass product, but rather an investment management strategy that is tailor-made to your specific requirements. We are not under any pressure to sell any products to you unless we believe that they are in your interest.

 As we are remunerated by you, we have no incentive to actively buy or sell securities in the accounts. These characteristics distinguish and differentiate us from the growing majority of new firms in the private banking sector. You have the choice of the bank which can be in Switzerland, in Liechtenstein or elsewhere in the world. In Switzerland, we are in a position to recommend to you top-tier banks and to negotiate competitive conditions for you. We will represent your interest vis-à-vis the bank. As a small and independent company, we have the advantage of being able to offer to you solutions that are simple and effective. We are better placed to choose the products that are available to help you realize your investment goals.

Roland Hansalik, the company's founder, has over 25 years experience in the international market place. As a dual citizen of the US and Switzerland Roland can be helpful with a deep understanding of regulatory issues in both countries.  He has 10 years institutional trading experience and 10 plus years serving private clients. He began as a Silver and Gold trader and later created an Ecu arbitrage desk at UBS in Zurich. 

Upon moving to London he headed the EMG desk at Lehman Brothers. This then led to him starting the fixed income franchise at Lehman Brothers Los Angeles. Roland's knowledge of fixed income, stocks, commodities and currency overlay is unsurpassed in Switzerland.