Strategies for Protecting Wealth
by Darrell Aviss

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Supervision and Reporting

SwissGuard International’s asset management services includes ongoing supervision and reporting of the investment process, which is critical to the protection and growth of your portfolio. Once your portfolio has been developed and an investment strategy put in place, we’ll continue to monitor and supervise the process on an ongoing basis.

We’ll provide you with regular updates regarding fiduciary requirements and investment manager performance. Moreover, we’ll recommend strategy adjustments where and when appropriate, update asset allocation, compute performance calculations, rebalance your portfolio and prepare portfolio evaluation statements for your information.

Over and above our constant supervision of your investment strategy, you will be able to access your account yourself at any time, by simply logging onto the Internet. In this way, you will be able to review and monitor the performance of your investment instruments from anywhere in the world, dynamically and in real-time.

We understand the concerns of international investors like you. Whether you need global diversification for lower risk and higher returns, tax advantages, maximum asset protection or even ready access to your funds, we can design a portfolio that’s just right for you. And because we are independent, we can help you choose the right investment manager with no conflicts of interest.