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 give a home to our client’s aspirations, accompanying them and their families in their generational journey. Dedicated personal relationships are cultivated, rooted in trust, confidentiality, and loyalty. We give service with quality, innovation, and privacy at heart.
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
HAPPINESS
Engaged and purposeful people, energized to empower Client success.
SUSTAINABLE
Committed to innovative, future-fit ways of working and of being.
QUALITY
High-quality people and first-rate systems to add maximum value to services & solutions.
PERSONAL
Enduring relationships based on trust along lifecycles and across family generations.