SWISS SEC-REGISTERED INVESTMENT ADVISOR
★ 10th YEAR ANNIVERSARY ★
2021 marks our 10th year of our registration with the US Securities and Exchange Commission, making us one of the first registered independent asset managers in Switzerland and still one of the very few Swiss-based firms approved to advise US citizens. As our journey continues, we are taking on a new brand identity, one that speaks to our high performance purpose.
On this special event of our anniversary, our clients’ trust and support has always been the biggest drivers for our continued commitment.
Baseline Wealth Management offers asset management services to our clients looking for assistance in growing their assets, creating a balanced portfolio for whatever their long and short-term goals are.
We partner with the most prestigious banks, where clients can open segregated accounts in their own names.
Baseline Wealth Management is also registered with the Canadian Securities Administrators to provide its services to Canadian persons.