Can I invest in individual stocks with True Wealth?
No. As wealth managers, we believe that the best way to meet your investment needs is to recommend a diversified investment mix tailored to your risk tolerance and to implement, monitor and regularly adjust this mix using carefully selected instruments.
More questions in "Investment process"
How do I get a portfolio individually optimized for me?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Is securities lending excluded?When and how often do you carry out securities transactions (trades)?
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