LFA is a leading fee-based Swiss wealth manager for U.S. investors who want to diversify part of their wealth outside the country. We provide independent financial management services that are precisely tailored to the needs of clients who want performance, risk management, and tax-efficient investment services for their assets.
Our clients benefit from our extensive experience and network of partners that include several Swiss banks, international law firms, estate planners, cross-border private clients, and CPAs.
Client Always Comes First
First and foremost, we are a service organization that is focused on providing the highest quality financial advice and services to our clients. We provide the specialized knowledge, discipline, and services our clients need to achieve their financial goals.
All of our advice and services are based on three primary client needs: Competitive rates of return, risk management, and tax minimization. Our clients achieve their goals when these needs come together in one diversified portfolio that produces positive, risk-adjusted rates of return.
We can also expand our services to include coordinated advice with our clients’ CPAs and estate planning attorneys. Our clients do not have to be concerned about conflicting advice.
International Investments
Sophisticated investors understand increased diversification is one of the best strategies for managing risk. We represent international investing using global currencies like the Swiss francs to diversify our clients’ assets outside the U.S. securities markets and currency.
With an increasing percentage of the world’s stock market capitalization located outside the United States, diversifying internationally is a key to taking advantage of global investment opportunities.
As one of Switzerland’s leading independent wealth managers, we use our own specialized knowledge as well as that of our partners to provide a sophisticated boutique of tailored services to the needs of clientele who benefit from the high-quality planning of an international investment manager based in Switzerland.
Why Swiss Banking?
Swiss banks have a worldwide reputation for providing a comprehensive menu of banking and investment services to clients around the world. This includes providing their clients with access to sophisticated financial products that are denominated in global currencies like Swiss Francs, which has been long regarded as one of the strongest and most stable currencies in the world.
The Switzerland economy has been known for many years as one of the most stable and safest places to invest your wealth. Finding the right wealth manager is key to ensuring that you are able to capitalize on the steady financial offerings of Switzerland.
As a Swiss wealth management firm, LFA is positioned to provide these banking services to clients who are U.S. citizens investing around the world clients.
Dual U.S. & Swiss Registrations
LFA is registered with the Securities and Exchange Commission (SEC) in the U.S. This registration permits us to provide financial advice and services to U.S. citizens for fees. LFA is also registered with the Swiss Financial Market Supervisory Authority (FINMA) that provides services that are similar to the SEC.
Our Mission
WE WANT TO BE THE SWISS WEALTH MANAGEMENT PLACE WHERE TALENTS AND CLIENTS FEEL PROUD TO BE PARTNERS IN DELIVERING A NEW PARADIGM IN FINANCIAL SERVICES.
Our VISION
WE want to be the leading independent advisor in Switzerland. We advise you and your family throughout generations and share a common future defined by success.
Our VALUES
Accountability
Accountability means allowing everyone to contribute to the best of their ability. It means being able to take responsibility, have purpose, and be recognized for the results, positive or otherwise, that one has achieved. The right recognition, and also the right support are the demonstration of trust and fairness.
Respect
Respect is the basis of fundamental elements in the organization, such as teamwork, a positive work environment, happiness, mutual help. Internal respect is the basis for external respect. It is a philosophy of life to be recognized by clients, business partners, prospective employees and competitors as an organization worthy of consideration.
Courage
Courage allows you to grow. Getting out of your comfort zone enables creativity, innovation, and allows you to find solutions that otherwise would seem impossible. It is a fundamental element in looking to the future.