Would you like to know how Swiss ProfilInvest can help you establish your investor profile?
My investor profile in 3 steps
My investor profile in 3 steps:
STEP 1
We confirm receipt of your message and contact you to set up a meeting.
STEP 2
During our first meeting, we share with you the principles of our business model and we collect from you some basic informations in order to establish an investor profile at the first level, by evaluating your interests, your needs and values, your personal objectives, your current financial situation, the structure of any existing investments as well as your time horizon.
STEP 3
Once your investor profile is ready, we estimate two determining factors: your personal risk capacity and your risk tolerance. We set an appointment to share with you the results of our expertise and our recommendations to define the best investment strategy adapted to your personal profile.
Call Us For Free Consultation
+41 (0)79 688 21 45
Email Us
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BOOKING AN APPOINTMENT
We also advise you during the Coronavirus crisis!
In the context of the current crisis, we also offer telephone and videoconference interviews via the kMeet platform, which is free and which respects your privacy.
Physical interviews are possible on a limited basis.
The prescriptions of the Federal Office of Public Health are strictly observed.
Your contact at Swiss ProfilInvest, Mr Jean-Pierre Riepe, will be happy to advise you on this subject.
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- We value your privacy, all information is kept strictly confidential.
- Nous respectons votre vie privée, toutes les informations sont strictement confidentielles.
