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.
Benefits:
- 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