Sugarwood Financial offers depth of experience in wealth and investment management, delivering institutional-quality solutions with boutique-style, personalized service. Here you will find an overview of our services and solutions. All our investment related offerings are based on market-proven, value-added strategies. Unlike other financial advisors, we clearly do not focus on commission-driven portfolio strategies. We operate an open-architecture model, which means also: multi-banking and multi-custodian setup. No matter where your assets are under custody (Fidelity, Schwab, Pershing, UBS, Raymond James), we take care of your investments and are highly motivated to enchance risk-and-return.
<h4>Private Wealth Management</h4>

Private Wealth Management

Equipped with strong private banking and wealth management capabilities, we are very proud to act as smart, prudent and long-term investment advisors and wealth managers for sophisticated individuals and families.

We take care of:
• Financial Planning
• Portfolio Management
including
Consolidation of Assets
• Real Estate Advisory Services
• Swiss Depository Solutions


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<h4>Global Investment Solutions</h4>

Global Investment Solutions

Benefit from our unique selection of superior investment solutions including award-winning smart beta strategies. The solutions range from traditional U.S. and Europe-centered equity and fixed income allocations to alternative investments.

Our investment solutions include:
• Sugarwood Smart Portfolios including
Dynamic Asset Allocation Strategies
• Investment Products Engineering
• Alternative Investments, PE/VC



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<h4>Corporate Financial Solutions</h4>

Corporate Financial Solutions

We assist mid-sized companies and their employees from German-speaking Europe, called the "Mittelstand", through selected outsourcing solutions available locally in the U.S. Also, we offer U.S. companies and institutions valuable services. For example

We provide:
• Plan Administration Advisory Services • Employee Benefits (401k etc.)
• Treasury & FX Solutions



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The products and services described on the Sugarwood website may not be eligible or suitable for sale in all jurisdictions or to certain categories of investors. The products and services are not intended for persons subject to a jurisdiction that prohibits the publication of and the access to our website (due to the nationality of the respective person or on any other reasons).