supplies its services predominantly to US clients or clients with ties to the US
Kaiser Partner Financial Advisors Ltd.
was registered with the SEC in 2009 as a registered investment adviser
was established in Zurich, Switzerland in 2009
abides by Swiss and US regulatory provisions as well as MiFID II and other applicable regulations
provides its clients with access to its global network of specialized partners such as CPAs and lawyers
is a sound and solidly financed company without any debts
KPFA provides a personal, precise, and highly bespoke service in the financial world.
We manage your portfolio based on your needs. You want us to create your personalized portfolio strategy and to manage your portfolio according to your wishes.
We will begin by getting to know you well and setting up your investor profile (goals, risk appetite, etc.). We will then analyze your (preexisting) portfolios to identify any weaknesses and inefficiencies, diversify your assets according to your needs, and provide you with meaningful reports about our assets and services. On top of that, you will have direct access to one of our client advisors, specifically dedicated to you.
