OUR STRENGTHS

    Helvetia Investment Advisors is registered as an investment advisor with the Security and Exchange Commission (SEC) and is part of one of the most complete and diversified financial Group in Switzerland. Independent and faraway from any conflicts of interest, we adopt a holistic and simple business model in order to optimize the cost/benefit ratio with a permanent research of best in class counterparts. HIA uses a fee policy that promotes realizing objectives and performance and doesn’t receive trasparency. This is the challenge that we have decided to meet in todays changing wealth management market

    OUR GOALS

    We want to achieve investor’s needs, willing to diversify their portfolios and aim to become the major partner of our customers in the management of their wealth

    OUR FOCUS

    Act as family advisors in order to protect and increase their assets in the long-term through different asset classes and vehicles of investments