Portfolio Health-Check
An independent analysis of your portfolio
What are the performance opportunities for your portfolio in an environment of low or negative interest rates?
How can your assets be protected against prolonged inflation?
How can costs and effort be saved without compromising on quality?
The complexity of financial markets and investment products is growing continuously.
As a result, even savvy investors struggle to grasp the risk factors and hidden costs in their portfolio. In a difficult and volatile market environment, this situation can lead to significant losses in the investment portfolio.
An independent and discerning assessment of your investment portfolio is particularly important in times of great economic uncertainty. Our investment experts conduct a rigorous reality check of your portfolio using proprietary tools and analyses.
As a result, you receive concrete, easy-to-implement recommendations on how to optimally align your investments and reduce costs in the process.
About Tramondo
Tramondo Investment Partners AG is a bank-independent Swiss asset manager based in Zug and licensed by the Swiss Financial Market Supervisory Authority (FINMA) to act as an asset manager of collective investment schemes. The firm is a signatory of the UN’s Principles for Responsible Investment (PRI).
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Tramondo Investment Partners AG
Unter Altstadt 10
Postfach CH-6302 Zug
+41 41 710 76 76
info@tramondo.ch