Investment
advisory

Adaptive allocation

  • Traditional long exposure 

  • Flexible exposure

  • Non correlated exposure 

  • Forex allocation

  • Cash 

Permanently invested in funds

  • No market timing

  • Constantly invested 

  • Strategic and tactical approach

Reporting solutions

  • Wealth consolidation

  • Portfolio visualization

  • Risks analytics

  • Reporting tools

  • Desktop & smartphone access

Diversification

  • Uncorrelated asset classes

  • Strategy diversification

  • Different asset management styles

Fund selection

  • Investments needs

  • Asset allocation objectives

  • Risk/return analysis, liquidity, performance

  • Fees, size, infrastructure

  • Correlation, Drawdowns

  • Alpha/Beta analysis

  • Time sequence analysis

Information

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Chemin des Chalets 5,
1279 Chavannes-de-Bogis

Phone. +41 79 271 27 41
Email.   contact@tekapartners.ch

Income Tax Planning

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