Profile   Mission   USInvestors   Custodian   Philosophy

Profile

Sequoia Swiss Financial Advisors Ltd. is dedicated to servicing U.S. persons who are interested in holding an account in Switzerland, in accordance with U.S. rules and regulations. We are registered as an Investment Advisor with the U.S. Securities and Exchange Commission (SEC) and are supervised by the Swiss Financial Market Supervisory Authority (FINMA).

We offer multi-currency capabilities to capture primarily the potential of non-US Dollar markets as well as geographic separation of assets to enhance the overall diversification of your investments. Being independent of single service providers we are detached from third party interests.

We actively manage your financial assets based on a transparent, disciplined investment process and regularly monitor individual securities as well as the overall risk parameters of your portfolio.

Furthermore the US tax reporting includes both the Substitute Form 1099 filed with the IRS and a customized tax statement to show income as well as capital gains and losses. We also provide information necessary to file FBAR reports.

Mission

Our mission is to provide U.S. citizens and residents diversified global wealth management solutions by offering a wide array of investment services, focused on international diversification and multi-currency solutions, while meeting U.S. regulatory requirements.

Located in Zurich, our clients benefit from our ability to combine wealth management solutions, Swiss stability and continuity, values of excellence, integrity and discretion as well as longstanding global investment expertise.

We will take the time to fully understand your unique goal and requirement.

Our Investment Philosophy

Our transparent and disciplined investment process is based on an "open architecture" approach, allowing us to identify and select investments which will meet your personal needs. We will provide you with the dual benefits of international diversification in your portfolio as well as geographic separation of your assets.

The following investment principles are very important to us and guide us in our investment activities:

Designed especially for U.S. investors

Sequoia Swiss Financial Advisors Ltd. represents one of the select few Swiss financial institutions which were specifically established to meet the legal and regulatory requirements for U.S. investors.

Custodian

Our custodians are mostly, but not exclusively, Swiss banks and financial institutions holding your assets and administering financial transactions on your behalf.