Our tailor-made approach to portfolio management creates a transparent environment where the incentives of the manager are fully aligned to the long term objectives of the client.
Our investment methodology incorporates key findings in modern finance, behavioural economics and portfolio theory constantly updated with advances at the cutting edge of the field.
We believe in a market oriented approach to investment and do not subscribe to so called “absolute return” investment methodologies. We do not make use of instruments such as hedge funds, high yield bonds or capital guaranteed structured products.
Mitglied Verband Schweizerischer Vermögensverwalter | VSV
Member Association Suisse de Gérants de Fortune | ASG
Socio dell’Associazione Svizzera di Gestori di Patrimoni | ASG
Member Swiss Association of Asset Managers | SAAM
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