INVESTMENT SERVICES FOR YOUR EVERY DAY NEEDS
At Schwarz Gehard we to seek to preserve the value of wealth and to provide absolute returns on investment. With flexibility at our core, investment services are designed to meet the specific needs of each client by considering the factors that are important during each stage of life.
This requires discipline and a long-term perspective to avoid making short-term emotional mistakes. Our investment strategies help to enhance success by establishing well-structured portfolios that optimize returns in consideration of a predetermined tolerance towards investment risk.
Discretionary portfolio management services relieves investors from the arduous intricacies involved in the successful management of a diversified portfolio.
One-to-one guidance and impartial advice to meet the individuals needs of those who prefer to take a more active interest in the management of their assets.
Security & Support
Safeguarding your assets in one of our highest priorities. On top of the strength, integrity and stability of our firm, our associate custodians protect assets in trust as an additional layer of protection and piece of mind.