It's all

about the fit

GOLDBERG AND PARTNERS

Client

Portfolio

We serve mainly private customers in the High Net Worth segment, from all over the world with a particular focus on Swiss, European and Middle Eastern customers. We are also registered with Ontario Securities Commision (OSC), the Québec Autorité des Marchés Fianciers (AMF) and Alberta Securities Commission (ASC).

This to better serve Canadian resident clients.

we are exclusive focused on the

achievement of absolute

performance

ASSET MANAGEMENT

we can manage

507 direct assets and

728 external advised assets

Within our subsidiary Helvetia Investment Advisors SA (HIA), we provide internationally diversified wealth management solutions to US persons. We are based in Lugano and Zurich, Switzerland. We strive to become our clients’ exclusive and sustainable partner by providing tailored wealth management solutions together with multi- currency platform concept and investment expertise led to global diversification for our clients. We are an independent investment advisory committed to transparency and personalized service with the power of tailor-made investments. Helvetia Investment Advisors is registered as an investment advisor with the Security Exchange Commision (SEC).

www.helvetia-ia.com