A MODERN, TRANSPARENT APPROACH WITHIN THE SWISS TRADITION

ABOUT US

Strategic Swiss Advisors SARL is an independent asset management firm based in Geneva. Our seasoned private banking professionals offer personalized discretionary asset management services to global clients with a tie to the US.

Strategic Swiss Advisors SARL is a registered investment advisor with the US Securities and Exchange Commission, a memeber of self-regulatory organization SO-FIT and an applicant for an asset manager license by FINMA (Swiss Financial Market Supervisory Authority).

FINANCIAL SERVICES ACT (FinSA) DISCLOSURES

  • Swiss Banking Brochure: Risk involved in Trading Financial Instruments
  • FinSA Client Information
  • SEC DISCLOSURES

  • SEC Form ADV Part 1
  • Firm Brochure (SEC Form ADV Part 2A)
  • Firm Brochure Supplement (SEC Form ADV Part 2B)
  • Client Relationship Summary (CRS)
  • Regulation S-P Privacy Notice