Investment advice
We focus on your long-term financial goals.
That's why we support you as an independent investment advisor in creating your personal investment strategy and selecting investment instruments.
Our partner, Swissquote, offers you access to thousands of financial instruments on almost every market in the world.
Together we define your investment profile
Based on your values, risk tolerance, and return expectations we specify your personal profile. This creates a clear foundation for all future investment decisions.
Create your investment strategy
Together we develop your investment strategy that is tailored to your goals and risk appetite. You receive professional advice that evolves with your needs.
Allocate your investments tactically
We guide you in selecting the right investment products and diversify across stocks, ETFs, bonds and more. Our joint allocation decisions are tailored to both market dynamics and your individual needs.
The implementation is up to you, but we are here for you with the following advisory models.
Basic
Advanced
Premium
Monitoring performance and risk
Ongoing
Ongoing
Ongoing
Portfolio Report (pdf)
2x p.a.
4x p.a.
Monthly
Interactive Portfolio Report
Partially
Rebalancing proposal
1x
2x
Proactive
Access to investment recommendations
Partially
Partially
Access to peer comparisons
Limited
Advisory fee per year
0.22%
0.35%
0.75%
*Disclaimer: Consolitech only provides financial and investment advisory services. For more details please read our client information page
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