Why Choose SWISS
  • We are experienced investment advisors
  • We work for you
  • All investments are in your name
  • We can make decisions for you under your MDA service agreement
  • We provide you with direct access to your investments
  • We charge fee for service so there are no commissions or hidden agendas
  • We will communicate with you always regarding all aspects of your portfolio so you are fully informed at all times

How to choose a Financial Advisor

Here's how we differ from other firms:

A financial planner

A qualified investment professional who assists individuals and corporations meet their long-term financial objectives by analysing the client's financial status and setting a program to achieve these goals. They specialise in tax planning, asset allocation, risk management, retirement and/or estate planning.
A stockbroker

An agent who charges a fee or commission for executing buy and sell orders submitted by an investor.
A fund manager

The person responsible for investing a mutual fund's assets, implementing its investment strategy and managing the day-to-day portfolio trading.
An MDA advisor (service offered by SWISS).

An experienced advisor who has the collective experience of a financial planner, a stockbroker and a fund manager and has the licence to provide advice and execution for a client on a managed discretionary basis based on the agreed investment program.

  • Our proven expertise in investment selection
  • Our ability to make swift decisions and take calculated risks in the perpetually changing market in order to achieve your objectives and goals
  • You receive regular reports on portfolio performance
  • You receive useful and relevant journals, publications and newsletters
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