Investir au féminin - Ce que valent les femmes
  • Accueil
  • Home
  • Qui est Sarah ?
  • About Sarah
  • Est-ce pour vous ?
  • Mes services
    • Votre Plan Financier
    • 2ème avis
    • Accompagnement personnalisé
    • Gestion de patrimoine
  • Mission
  • My services
    • Your Financial Plan
    • 2nd Opinion
    • Coaching
    • Wealth Management
  • Is it right for you?
  • My Why
  • Livre
  • Book
  • Blog
  • Contact
  • Contact

Do you feel that you could do better?

 2nd financial opinion

To know if your manager is doing a good job - to what and how to compare it?
On a daily basis, it has become customary to seek a second opinion, especially in the medical field, in order to ensure that the diagnosis and / or the treatment prescribed are appropriate. When it comes to investing, some take their banker's advice for granted, but others feel they can do better. Where to start ?
​

I analyze your current portfolio on the basis of academic research as well as investment science. You will receive a clear and precise analysis outlining the strengths and weaknesses of your portfolio to know exactly what to do to improve your investments and save money. The analysis covers the following areas:
  • Investment strategy
  • Custody banque
  • Costs
  • Performance history
  • Risk profile
  • Financial products
  • Geografic exposion / per sector
  • Diversification
  • Credits / Debts

How it works

1. Contact
You provide me with an estimate of your portfolio, including its historical performance.
2. Portfolio analysis
I assess your portfolio based on the criteria of academic research.
3. Delivery of analysis
After a delay of about a week, I send you your analysis by email or post as well as my advice and recommendations.
dès CHF 700

Ready to take charge of your finances? Schedule a free 20 minute first phone call.
Let's talk!

Informations

Qui est Sarah ?
Mes services
Est-ce pour vous ?
Le livre
S'inscrire à la newsletter

Ce que valent les femmes

Tel: +41 22 789 27 27
Mail : [email protected]

Adresse

15 Rue Rodolphe Toepffer
1206 Genève

Suivez-moi !

Informations
About Sarah
​What I do
Is it right for you?
Book
Subscribe to the newsletter
Women are worth it
Phone: +41 22 789 27 27
Mail: [email protected]​
Address
15 Rue Rodolphe Toepffer
1206 Geneva
Follow me!
Création de sites web
  • Accueil
  • Home
  • Qui est Sarah ?
  • About Sarah
  • Est-ce pour vous ?
  • Mes services
    • Votre Plan Financier
    • 2ème avis
    • Accompagnement personnalisé
    • Gestion de patrimoine
  • Mission
  • My services
    • Your Financial Plan
    • 2nd Opinion
    • Coaching
    • Wealth Management
  • Is it right for you?
  • My Why
  • Livre
  • Book
  • Blog
  • Contact
  • Contact