Genève Invest is tremendously proud of the trust clients place in us, and it is an honor we work diligently to uphold every day. We are committed to developing long-lasting relationships with each client and providing a comfortable, successful investment experience. Our personal advisors engage new clients in an initial assessment to discuss their financial and personal situations, goals and investment strategy in detail. Not only does this inform investment choices, it enables a strong client-advisor relationship based on openness and integrity.
Understanding your needs
By fully understanding each client’s unique investment objectives and issues (such as investment length or income tax requirements) we provide the most suitable asset management and wealth planning opportunities. The Genève Invest Group offers exclusive investment vehicles that meet the specific conditions and goals of each client
Transparency
When clients have questions, we pride ourselves on delivering clear – and timely – answers. Each client can monitor the status of his or her account any time and from any secure internet connection. Advisors are just as accessible: they are always available to discuss specific concerns as they arise.
Sustainable investment returns
Most of our clients prefer to increase their wealth through conservative, low-volatility investments. To meet their needs, we develop appropriate strategies, utilizing carefully selected investments. Genève Invest follows a value-oriented investment approach with a strong focus on constant and predictable cash flow as well as an exclusion of investments that lead to loss of purchasing power.
If you want to earn more than the market offers with undervalued stocks, you have to spot future developments early.
Text by Mark van Huisseling
“We don’t see a bubble and continue to focus on technology stocks as well.”
Helge Müller of Genève Invest recommends an adjustment: value stocks instead of just growth stocks, and investments in sectors that have been neglected for a while.
Interview: Mark van Huisseling
How Can You Benefit From a Portfolio Analysis?
There are plenty of resources investors can study to learn more about portfolio-management strategies. However, these tips are often too generic to be helpful. They don’t take into account what you’re saving for, and how your investments are faring in a volatile market.
