ZugerKB Portfolio Check - working together to keep your investments on track.
We constantly monitor your portfolio with regard to various risks. In the case of an investment advisory mandate, you will receive a regular written report with the portfolio check, which clearly and specifically highlights the risks relevant to you. We continuously check how your portfolio is developing exactly.
Advantages
- Clear overview of the main risks in your portfolio
- helpful information on existing risks
- regular portfolio review
Portfolio check and investment strategies
Bandwidths are defined in the investment strategy you choose. If your portfolio moves beyond these values, we will inform you accordingly. Your advisor will support you with concrete solutions.
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