INVESTMENT & MANAGEMENT

Your investment strategy is essential to meeting your financial goals. Remaining invested during market fluctuations can be difficult if your portfolio is not aligned with your psychological risk tolerance. We help you overcome this ‘behavior gap’ by integrating your risk tolerance with your short, medium, and longer term goals. Our portfolios are well-diversified using low cost and no load investments. Our preferred investment choices for our portfolios are low cost mutual funds, exchange traded funds, and individual bonds, as appropriate.

FINANCIAL MANAGEMENT

Financial planning is the foundation of your financial success.
It all begins here. We help you explore your lifestyle goals and dreams and provide you with a plan to meet them.
We help you to understand your financial strengths and weaknesses by creating income and expense documents so you have a clear understanding of your cash flow. Your cash flow is the key to wealth financial independence. We show you how to save by helping you align your present choices and future life style with your desired financial success. It’s not always easy, but it is certainly possible. We help you prioritize and make the right decisions, keeping in mind your values and what is important to you. Our ongoing reviews will assure you are on the right path to your financial success.

CUSTOMIZED SOLUTIONS

Whether you’re looking to expand or relocate your business in SWITZERLAND or you’re about to undertake a large capital project, AVARAS HOLDING AG offers a unique, broad-based impact investment platform to meet your needs, including:

Discretionary tax benefits and tax-exempt financing

Catalytic investment capital in the form of debt, credit enhancements, and other hybrid instruments

Advisory services to our internal teams and external stakeholders on a range of strategic financial topics

The Strategic Investments Group at AVARAS HOLDING negotiates deal structures and provides opportunities to foster growth across a variety of sectors, including industrial, technology, life sciences, nonprofit, infrastructure and energy, and certain commercial and retail activities.