How does True Wealth select the investment instruments?
Our main objective is to recommend to you the asset mix that matches your risk tolerance on the basis of modern, scientific methods and to give you the best, most cost-efficient access to the asset classes used there. That is why we currently only use ETFs to implement your portfolio strategy.
When selecting ETFs, we search for the lowest fees and adequate liquidity. We are independent and do not have any business relationship with a specific ETF provider so that we are in a position to objectively select the best investment products for you. Find out more about the optimal composition of your portfolio or the selection of suitable investment instruments.
More questions in "Investment process"
How do I get a portfolio individually optimised for me?Is securities lending excluded?Does True Wealth also offer portfolios for investors in currencies other than Swiss francs?Can I use other ETFs than the ones you recommend?Can I invest in individual stocks at True Wealth?How often will you adjust my portfolio?When do you trade?How does True Wealth determine my risk tolerance?
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