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Investment Advice

As part of the financial plan offered by Monfort international we can provide advice on which investments best suit your risk profile.

International Investments

Investing Internationally

Investments are a very important part of financial planning. In today’s low interest environment the decision as to where to invest your capital becomes even more important. As part of the financial plan offered by Monfort international we can provide advice on which investments best suit your risk profile and future financial objectives.

These could include:

  • Cash
  • Bonds
  • Equities
  • Funds
  • ETFs
  • Commodities
  • Options
  • Futures

 

When selecting a portfolio you must ensure that the allocation is appropriate to your personal risk tolerance. It is also important that measures are taken to protect you in the event of bankruptcy, and that investments are structured to be tax efficient.

For your free financial review please contact us.

 

When selecting a portfolio you must ensure that the allocation is appropriate to your personal risk tolerance.

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Monfort provided me with some useful advices for my financial plan and understandable recommendations.

cecilia razzetti Avatar cecilia razzetti
December 13, 2022

Very happy and satisfied with Monfort's guidance in financial planning in Switzerland.

Andrés Jiménez Avatar Andrés Jiménez
December 8, 2022

All advice was given in a clear and understandable way!

Peter Zis Avatar Peter Zis
December 1, 2022