* - Hallo is how you are greeted in German-speaking Europe. Yes, indeed—we are a truly transatlantic company.
"We consider our clients at Sugarwood Financial–individuals as well as corporate clients–to be members of a private club: high-touch service, personal relation and always a customized approach. Even complex demands we solve with passion and Gründlichkeit."
Kathrin Raab, Founding Partner
Entdecken Sie in den USA neue Möglichkeiten — auch für Ihre Geld- und Vermögensangelegenheiten.
Speziell für Privat- und Firmenkunden1 aus Deutschland, Österreich, der Schweiz und Liechtenstein bietet Sugarwood Financial individuell zugeschnittene, grenzüberschreitende Lösungen. Firmenkunden im Zielmarkt Nordamerika werden darüber hinaus von MitVest umfassend bedient.
1 - Interne Voraussetzungen müssen erfüllt sein.
Stay on course towards innovative, low-cost wealth-building portfolios. Each with a dedicated investment focus.
Driven by our capital markets expertise and distinctive research insights, we provide a suite of exclusive, inhouse strategies called the Sugarwood Smart Portfolios1—all focused on achieving wealth preservation and positive performance for you. We use solely stocks and ETFs in these portfolios, avoiding complex or costly additives. Request more information.
1 - Investors should consider the investment objective, fees and risks carefully before investing.
Book | "Beyond Smart Beta — Index Investment Strategies for Active Portfolio Management"
The milestone publication about how to make active portfolio management with ETFs and index-based strategies a real success story. More information on http://beyondsmartbeta.com/ or order online at amazon.com
Read the latest press coverage about our milestone publication "Beyond Smart Beta"
LEGAL INFORMATION: Sugarwood Financial Partners, LLC is authorized and regulated as a Registered Investment Advisor. The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor’s individual circumstances and objectives.