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.
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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