LFA is a leading wealth management firm that is headquartered in Switzerland.
We believe there are six compelling reasons why you should consider our firm’s wealth management services.
(1) International Asset Management
Diversification is a recognized strategy for protecting against market volatility and improving your risk-return profile. One form of diversification is geography. This can be based on where companies are headquartered, where they conduct business, or where they generate most of their earnings.
We are a trusted source for the investment advice and services that you need to expand your international exposure in a safe currency. In addition, we believe you are better served when you select an investment manager that is located in the markets that they invest in.
(2) Bespoke Independent Advice
We are a fee-based independent investment advisory firm that provides open architected solutions that are tailored to our client’s current circumstances, risk tolerances, investment horizons, and goals. Our advice and services are not impacted by the interests of a corporate owner or any other third party, which supports our belief that our relationship should be completely transparent. What you see is what you get.
(3) High-Touch Services
First and foremost, we are a service organization that is focused on providing the highest quality financial advice and services to you. Through knowledge, discipline, and strategy we can help you achieve your long-term financial goals.
Personal visits, video calls, regular statements, and performance reports are some of the ways we will stay in touch with you and keep you informed about the securities markets, investments, and the outlook for the future.
(4) Stable Currency
We provide investment management services that are based on international investments and the stability of one of the world’s strongest currencies – the Swiss franc.
The stability of Switzerland’s economy, currency, and geopolitics in times of uncertainty is a key reason why you should consider LFA for wealth management. We can help you add resiliency to your financial portfolio by investing in assets that are denominated in Swiss francs.
(5) Financial Fiduciary
Our U.S. registration with the SEC (Securities and Exchange Commission) makes us a financial fiduciary. This means your interests must always come first. It is a regulation that we fully embrace and defines us as wealth managers.
We take responsibility for the good management of your assets.
We are also registered and regulated by FINMA, making our standards of service to our customers among the highest in the world.
(6) Method of Compensation
We are compensated with a fee like the other professionals (CPAs, attorneys) you may depend on for specialized knowledge, advice, and services. In our case, our fee structure is a percentage of assets so our financial interests are aligned with yours.
