Method of Swiss Invest Selection Group ltd.

The extensive method of Swiss Invest Selection Group ltd. for selecting high-class Portfolio Managers brings our clients unique advantages:

• Independent and neutral selection of high-class Portfolio Managers
• Flexible and cost-optimised placing of assets
• Permanent integrated Financial Controlling

Independent and neutral selection of high-class Portfolio Managers

We reach longterm and above-average investment results by our structured selection asset management process. Our " Multi Manager " - selection process takes into consideration banks, asset manager and specified financial institutions who have fulfilled our high requirements to performance and risk allocation over a long period. The Swiss Invest Selection Group ltd. never appears as an Portfolio Manager and assures with it the clients an independent and neutral selection of asset managers without any conflicts of interests. In addtition, by using more than one Portfolio Manager our clients decrease there risk by allocating the investments to several asset managers. From our market survey of more than 100 Portfolio Managers we filter in a three-stage process the six most promising Portfolio Managers out. The depot guidance and account processing occurs basically at a leading Swiss Banks (Members of the Swiss Banker's Union). If our client wishes a specitic Bank as partner, we can likewise also support you.

Adaptable and cost-optimised placing of Assets

All things equal, the lower costs bring better performance. As mentioned earlier, all our Portfolio Managers work on a "all in fee" basis. In our fees usually all costs are included such as brokerage fees (purchase and sales), deposit fees, asset management fees, etc.. This way there is no conflict of interest such as an incentive to overtrade. We will be delighted to inform you personally about our practical experiences comparing this "all in fee" with the with the fees usually applied  in the asset management market.

Permanent and integrated Controlling

Our methodology includes a permanent follow-up of your investments.  The controlling process includes analysis of the individual managers, the market, correlation studies, portfolio consistency with the stated goals, including return, risk and correlation.