Can I invest in individual stocks with True Wealth?
No. As wealth manager, we believe that we can best meet your investment needs by recommending a diversified investment strategy tailored to your risk tolerance and implementing, monitoring, and regularly adjusting it using carefully selected instruments.
However, we will inform you about all individual companies held via investment instruments such as ETFs and index funds. To do so, click on the “Companies” tab under “Portfolio characteristics.”
More questions in "Investment process"
I have opened an account. What is the next step?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?When and how often is trading carried out?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Can the investment universe (Global or Sustainable) be changed retrospectively? Is securities lending excluded?Why does my portfolio return differ from the multi-asset benchmark?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?What happens to my investment mix when I deposit money?
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