Swiss Select Advisors (SSA) manages investments for separate accounts and pooled investment vehicles, aiming for maximum total return through capital appreciation and income. SSA invests in various financial instruments, including stocks, bonds, and derivatives, with a focus on Swiss and European equities with emerging markets exposure. SSA's investment advice is based on fundamental and quantitative analysis, and they may use third-party research services. SSA provides discretionary management services to separate accounts with a minimum of $1 million.
Fee Structure
Swiss Select Advisors manages investments for individual accounts, charging an annual management fee that ranges from 0% to 2% of the value of your investments. The specific fee is detailed in your investment advisory contract. They may also charge a performance fee, which is a percentage of the account's total annual return, ranging from 0% to 20%, and is subject to a high-water mark or hurdle rate. These fees are negotiable. There is a $1 million minimum for managed accounts.