INVESTMENT MANAGEMENT

Our group provides the professional management of fixed income, currencies, equities, commodities and real estate for individuals, families, trusts, foundations and corporations. Investment management services include financial statement analysis, asset selection, plan implementation and ongoing monitoring of investments. Our expertise in currency overlay is unmatched in the financial industry. Currency overlay is the management of currency risk already existing in an international portfolio. This risk must be managed separately from the underlying assets. Once we, in conjunction, with our clients have recognized the risk from currencies that are inherent in a portfolio, a decision needs to made what to do about this risk.

Currency Overlay

Do nothing, which is the riskiest position, leaving the portfolio with unmanaged risk and random walk returns.

Implement a passive hedge, which is easy to do and negates the currency risk, but reduces diversification benefits from international investing.

Implement an Active Currency Overlay program which enables the investor to reduce risk and add return to an international portfolio (alpha). Prior to implementation client goals, risk tolerance, time horizon, and the investment parameters are defined.

ADVISORY
SERVICES

Estate planning - typically attempts to eliminate uncertanties over the administration of probate and maximize the value of the estate by reducing taxes and other expenses. Guardings are often designated for minor children and beneficiaries.

Tax advice - in order to minimize taxation with legitimate means, avoid learning the details of the tax law in complex financial situations or just to learn details of tax law. Switzerland offers favorable tax conditions due to its generally low rate of taxation and regional flexibility; its political stability as well as the various tax exemptions or reductions available to Swiss companies doing business abroad or foreign residents in Switzerland.

Wealth planning - structures such as trusts and foundations as well as life insurance and private investment funds

Retirement planning - is the allocation of finances for retirement. This normally means the setting aiside of money or other assets to obtain steady income at retirement. The goal of retirement planning is to acheive financial independence so that the need to be gainfully employed is optional rather than a neccessity.

Portfolio analyisis - providing a detailed overview of your portfolio based on your wealth planning strategy in conjunction with client goals, time horizon and risk tolerance.

Philanthropy - support when you establish a non-profit foundation or transfer assets to a charitable organization.

Business consulting - management services during the sale, transfer or movement of a company

Corporate and
Real Estate

AG - a joint stock company or corporation is the most wide spread type of company in Switzerland. 100,000 Swiss Francs of registered capital must be deposited at the moment of incorporation. 

GmbH - a limited liablitity company is the legal entity in which one or more persons or companies come together to form a new company, 20,000 Swiss Francs in registered capital is required upon incorporation. Swiss USAdvisors, transplants companies to Switzerland and assists with location, expatriate workers, Swiss employees, salaries, permits, tax analysis and registration. 

Other services include: 

• Board of Directorships
• Representative offices
• Banking relationships
• Real Estate Services

Switzerland is a small majestic, scenic country with one of the worlds richest economies. Real Estate transaction costs are low and capital gains are free from federal taxation. Switzerland offers stable yields on rental properties in the 5 to 8% range which produce excellent investment returns.

Swiss USAdvisors assits clients with:

• Relocation Services
• Property Search
• Rental Agreements
• Purchase and Sales
• Property Management
• Residential and Commercial
• Notary and Escrow