Zermatt helps you rise above the requisite responsibilities of asset management.
For busy, successful individuals, time ceases to be a commodity. Its intrinsic value grows with each passing minute. That’s why it is important to make the most of your time by placing the time-consuming task of managing your wealth in the hands of financial professionals. At Zermatt Wealth Partners, we provide discretionary asset management services to individuals and institutions and remain committed to following a disciplined investment process.
Our service begins with the development of your investment policy statement (IPS). Based on your goals, tolerance for risk, investment preferences, time horizon and expectation for returns, your IPS provides the framework from which sound investment decisions can be made.
We know that a proper asset allocation among cash, equity, fixed-income securities and alternative investments can be an effective way to pursue investment goals. We also believe the formula for investment management should include the key components of skilled investment research, long-term planning and a well-managed professional relationship. Ongoing communication, transparency and your IPS help to ensure the strategy and portfolio remain consistent with your objectives and preferences.
Asset allocation does not guarantee a profit nor protect against loss.
Positioning family wealth for tomorrow
through sound strategic planning today.