Investment Consulting

Alternative Investment consulting - better returns at less volatility

Alternative Investment Consulting: Direct Real Assets – Passive Income                  Just ask – Get answers – Free Contact  

  • Real Estate ∅ 8.5% – 11% return p.a. (leverage 40/60) in niche markets as special multifamily residences, commercial centers or hotels available
  • Solar plants (Infrastructure) with ∅ 6% – 12% p.a. pay-outs as attractive alternative to bonds (green bonds) – the white gold
  • Fine wine for investing, not just drinking – the red gold
    Example: Burgundy-150 Wine-Index +95% (June 2014 – June 2019)
  • Coloured gemstonesgold with safe duty-free storage
    Example: Ruby, Sapphire, Emerald, Tourmaline, Alexandrite
  • Timber (Latin America, Spain) teak, mahogany, etc. – the green gold
  • Micro, Import-/Export Financing and Factoring as investment (Allocation by commodities, countries, counterparties and duration tailor-made)
    Ex: ∅ 5% p.a. in AAA-countries, good ratings (optional with insurance) 

Investment consulting newly defined - SwissFinanceSteuber

Investment Consulting: Manager Selection

  • Equities for example with China-A or GDR-strategy.
    Additionally to Hong Kong, MSCI has included A-shares from Shenzhen and Shanghai in the EMMA-Index. Since end of November 2017 China stocks now weight around 40%.
  • Bonds for example sustainable Green Bonds
  • Investment funds, Foreign Exchange Trading (Manager Selection)
  • Today’s globalized financial and banking world with their upward and downward movements calls for a broad diversification of traditional investment instruments.
Let's go tomorrow - Investment Consulting SwissFinanceSteuber

Investment consulting: Check-up

Did the banking advisor show you which risks and time horizon he applied for the result of returns?

  • Cash planning, retirement pension plan, investment funds
  • Real estate, mortgage (Switzerland)

We take into account innovative and real sustainable investment solutions for your portfolio. With our Check-up you can get by a profound analysis an overview of your situation. We do not recommend high leveraged derivatives, hedge funds or cryptocurrencies for speculation.

Insurance consulting: Check-up (Switzerland)

Did the insurance advisor show you how your health insurance premiums, pension fund contributions or life insurance payments have been invested?

  • Life insurances, health insurances (Switzerland)
  • Property insurances
    (household, jewellery, art, oldtimer, ships)

    If not, then it’s possible that you have some investment products in your portfolio, which have not performed in the financial crisis years. Meaning less return to get, resp. more premiums to pay.

Sustainable quality - Investment Consulting SwissFinanceSteuber

Diversification of your portfolio by alternative investment consulting

Because of the increasingly volatile classic stock markets, real alternative investments are meanwhile the fastest growing investment form in the world.

The proportion of alternative investments in the portfolios for example of pension funds in Switzerland has increased continuously since the turn of the millennium. The Swiss pension funds do gain by far not anymore their target returns. A lot of pension funds both at Switzerland and abroad enlarge intentionally the asset class alternative investments selectively and diversified. The trend in real values will continue.

But not everything called real alternative investments must also be complex. Interesting opportunities are the above listed investment segments as sustainable diversification of your investment portfolios. For completeness it is mentioned, that there are opportunities and structures not available for public, being reserved for so-called qualified investors.

For to invest, it is recommended to attend a professional alternative investment consulting. Our know-how in various special areas will support you thereby.

Alternative Investments - Simple, profitable, safe