Portfolio Health Check

ONLINE COURSE

PORTFOLIO HEALTH CHECK

Let’s optimize your investment portfolio together:

• What’s in your portfolio? A detailed review of your current investments.

• Diversification: Are your investments well diversified?

• Risk assessment: Are you taking on too much or too little risk?

• Fee analysis: How high are the ongoing costs of your investments?

• Optimization potential: What can you do better to achieve your goals?

​​

Price: CHF 190– with a money-back guarantee!

👉 If we can’t identify any improvement opportunities for your portfolio, we’ll fully refund your payment.