International approach. In collaboration with a Swiss professional.

There are US-based advisers (financial advisers, wealth managers, CPAs, lawyers, estate planners etc.) collaborating with Swiss SEC-registered investment advisers to bring international and jurisdictional investment diversification closer to their clients.

In their quest to have a cutting-edge over their "US-only" competition, to provide their clients with added-value by being able to advise them on adding an international dimension to their US-biased investment portfolios, and to be prepared for unpredictable developments on the home market, US advisers are developing relationships with Swiss wealth managers, tax advisers, trustees and other wealth-management related service providers. 

Many Swiss SEC-registered wealth managers are happy to co-counsel with a US adviser. A Swiss-based investment portfolio complements a US investment portfolio already in place.

Honored to have the ALPEN WEALTH Advisory Group as the first listing in the new US-based advisers section!
ALPEN WEALTH Advisory Group
Chicago, IL, USA
More
AMERICANS WELCOME β˜… SWITZERLAND is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice.Please read the disclaimer.
Share the page with the buttons below.