Our services

We offer a wide range of services related to the financial markets:

  • Wealth Management / Managed Accounts / Advisory Accounts

  • Portfolio analysis / Monitoring / Risk Management

  • Family offices services drawing on a network of trusted experts

  • Advice on time sensitive financial matters

  • Financing of real estate in Switzerland through our bank partners

Our clients

Our clients are wealthy individuals, family offices and private foundations. We share with them the same objective of wealth creation and preservation. We negotiate pricing for our clients at custodian banks. Custody, trading and other fees are therefore significantly lower than those offered to individual clients of the bank. We provide full transparency on our fees and monitor to ensure that the custodian bank is charging the correct fees on custody and transactions.

Our independent research leads us to select only the most promising investments products.

Our advantages

  • 20 years of experience with US equities and US markets

  • Interdisciplinary approach to institutional investments and private wealth requirements

  • Independence and “open architecture” allow for optimal client solutions

  • Strong track record in blending international and domestic products to formulate tailor-made investment proposals

  • Long standing client relationships

  • Strategic relationships with leading custodian banks

  • Aptitude for quick decision-making

  • Competitive pricing

Contact Intelligent Invest

Our independent research allows us to select the most promising investments for your portfolio as well as finding the best products.

Contact us