SWISS SEC-REGISTERED INVESTMENT ADVISORS SERVING AMERICAN CITIZENS, RESIDENTS, AND EXPATS

YOU CAN GET ESTABLISHED IN SWITZERLAND FROM THE COMFORT OF YOUR HOME

Swiss Wealth Managers Registered with the SEC

Swiss wealth managers, registered as investment advisors with the U.S. Securities and Exchange Commission (SEC), provide client-friendly access to their SEC registrations, ADV Part 2 Brochures, and ADV Part 3 CRS (Client Relationship Summaries), along with their websites and contact details.

These Swiss SEC-Registered Investment Advisors (RIAs) are uniquely positioned to serve American clients both in the U.S. and abroad. They can collaborate with local U.S. advisors to design Swiss-based, globally diversified investment strategies that complement U.S.-centric portfolios, offering a balanced and international approach to wealth management.