How does True Wealth select the investment instruments?
We strive to use modern, scientifically sound methods to suggest the investment mix that is suitable for your risk tolerance and to provide you with the best and most cost-effective access to the asset classes used. For this reason, we only use ETFs and index funds to implement your portfolio.
When selecting investment instruments, we pay attention to low fees, sufficient liquidity and tax aspects. We are independent and have no business relationship with any particular ETF provider. Here you can find out more about what to look out for when selecting ETFs.
More questions in "Investment process"
How do I get a portfolio individually optimized for me?How does True Wealth determine my risk tolerance?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Can I invest in individual stocks with True Wealth?Is securities lending excluded?When and how often do you carry out securities transactions (trades)?
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