Protect & Grow Your Wealth

Protect & Grow Your Wealth

Our 3 Building Blocks

Protect

Protects Your Wealth Against Negative Interest Rates and Inflation

  • Purpose:Protect
  • Assets:Development Bank Bonds Backed by Governments
  • Goal:1% p.a.
Protect

Collect

Takes Advantage of Inflation

  • Purpose:Grow
  • Assets:Rare Goods Like Real Estate, Gold and Bitcoin
  • Goal:7% p.a.
Collect

Impact

Takes Advantage of Economic Progress

  • Purpose:Grow
  • Assets:Companies With High Growth Potential
  • Goal:12% p.a.
Impact

Individualized Portfolio

A Portfolio for Every Age Category

SB30

  • Target Group:

    For Everyone in Their 30s and Younger

  • Goal:

    Growing Wealth Aggressively

Protect 5%
Collect 35%
Impact 60%

SB40

  • Target Group:

    For Everyone in Their 40s

  • Goal:

    Growing Wealth
     

Protect 15%
Collect 35%
Impact 50%

SB50

  • Target Group:

    For Everyone in Their 50s

  • Goal:

    Growing Wealth & Start Protecting

Protect 25%
Collect 35%
Impact 40%

SB60

  • Target Group:

    For Everyone in Their 60s

  • Goal:

    Growing & Protecting Wealth

Protect 40%
Collect 30%
Impact 30%

SB70

  • Target Group:

    For Everyone in Their 70s and Older

  • Goal:

    Mostly Protecting Your Wealth

Protect 50%
Collect 30%
Impact 20%

Your Decision Impacts Your Financial Future

CASH VS. PENSION VS. SCHLOSSBERG&CO
Schlossberg&Co Pension Fund Cash

Cash: Actual Inflation & Negative Interest in CHF / Pension Fund: Pictet LPP60 Pension Fund Index / Schlossberg&Co: 25% Protect, 35% Collect and 40% Impact

Our proprietary algorithms are based on the latest findings in Deep Learning and Neural Networks and have successfully managed past crisis. They continuously optimize our clients’ allocation through different market environments.

Sophisticated Risk Management for Ever More Nervous Financial Markets

CORONA CRISIS 2020
Schlossberg&Co Pictet LPP60 Pension Fund Index

Invest in a Better World

At Schlossberg&Co we take responsibility and sustainability seriously. Through our commitment with Development Banks around the world, we directly add to the improvement of the lives of millions of people. Through our continuous search for the most advanced companies, we help the world progress into a better and more sustainable future.

Meet Our Investment Experts

Honest

We cultivate a direct and honest relationship with our clients.

Experienced

Our investment advisors have years of experience advising seasoned, high-net-worth investors.

Human

We are loved for our technology. But we also have a team of the smartest people to answer any question related to our services.

Our Algorithm Takes Good Care of Your Investment

Hedges Your Portfolio Against Drawdowns

Re-Balances the Portfolio for You

Collects Direct Debits From You

Reinvests Dividends

We Keep Your Wealth Safe

We Keep Your Wealth Safe

Your security and trust is of utmost importance to us. We are committed to protecting your account with the highest standards of security available.

  • Swiss Bank Account in Your Name
  • Bankruptcy and Deposit Protection
  • State-of-the-Art Security Measures
  • Swiss Regulated and Well Funded Company

Get Started. Protect & Grow Your Wealth.

1
Answer a few questions about your financial goals.
2
We propose a portfolio perfectly adapted to your needs.
3
Start to Protect & Grow your Wealth.

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