Strategic Swiss Advisors Ag

Overview

Strategic Swiss Advisors Ag is a Switzerland-registered investment adviser that provides discretionary portfolio management to high-net-worth individuals and small businesses. Founded on its SEC registration year of 2013, the firm charges clients a percentage-of-AUM fee and positions itself as a boutique manager focused on concentrated, equity-oriented portfolios. It does not market itself as an ESG investor, multi-state adviser, pension consultant, or a related adviser; its stated advisory activity is portfolio management for individuals and small businesses. The firm’s investment stance favors public equity exposure delivered through exchange-traded instruments and direct equity positions, supplemented by mutual funds and corporate fixed income. It also deploys private placements as its primary alternative channel, working with third-party external managers for illiquid private deals rather than operating pooled funds itself. Given the small number of client relationships and the fully discretionary mandate, Strategic Swiss Advisors Ag appears to run relationship-driven, customized portfolios rather than large, rule-based model portfolios.

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Location & Offices