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    3D investment concept from CHF 500,000

     

    3D investment concept

     

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    Since 1988, we have made it our mission to ensure that our discerning clients generate profits in every market situation. The foundation of the 3D investment concept’s success is based specifically on the diversification of investment instruments, markets, strategies and dimensions.

    We meet the challenge of profiting from stock prices that are rising, moving sideways or falling via our investment concept. Only companies that fully grasp the increasing number of available investment instruments and also know how to utilise them at the right time can actually exploit the full profit potential at a calculated risk.

    1st dimension

    Traditional asset management

    In the area of traditional asset management, we actively manage your assets with automated profit protection, loss limitation services as well as dynamic trailing stops.

    • Trading of prime blue-chip stocks based on our proven analysis and trading system
    • Selection of stocks worldwide based on fundamental and technical parameters
    • Targeted and combined application of structured products, ETFs, strategy and specialist funds

    2nd dimension

    Defensive premium strategies

    Via the sale of covered call and put options (short) or selective utilisation of structured products, additional income can be generated during consolidation phases. In addition, the losses in falling markets can be mitigated by the value of premiums or coupons.

    By consistently employing premium strategies, positive performance can also be secured in volatile sideways phases.

    3rd dimension

    Alternative investments

    No investor should solely rely on rising prices, given that the next crash is bound to come.

    This is why we specifically employ alternative investments in the „third dimension“ in order to profit from both rising and falling prices. We primarily focus on investments in precious metals, commodities and real estate as well as ETFs on short indices. The low correlation to traditional stock investments enables the application of these investment instruments to optimise the risk/return profile of a securities portfolio.

    A fair partnership

    Your advantages at a glance

    Flexible share quota and
    investments for all stock
    market phases

    Systematic investment
    processes

    A team with over 35 years‘
    experience

    Favourable conditions

    Performance-related fees

    Fundamental and
    technical research

    Partner banks

    Swiss custodian banks

    We offer you a choice of Swiss custodian banks with attractive special conditions.

    To ensure your security, we exclusively operate with a limited power of attorney. The portfolio and accounts are always held in your name.