Strategic Swiss Advisors Sarl (Geneva)

Name: Strategic Swiss Advisors Sarl
Address: Blvd Georges Favon 19, Geneva, Ch1204
Telephone: +41 22 737 1990

Strategic Swiss Advisors Sarl is an adviser based in Geneva. It manages $31.13 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2013.

Strategic Swiss Advisors Sarl provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Swiss Advisors Sarl: assets under management

The assets under management (AUM) of Strategic Swiss Advisors Sarl is $31.13 million. The firm's AUM has gone down by -99% since the beginning of its operation, and $5.88 million of the total AUM is attributable to clients outside of the United States.

The firm manages $12.07 million in discretionary accounts and $19.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.41 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.53 million.

Investments

The firm invests in cash and cash equivalents the most. They account for 63% of the total AUM. The second-largest asset type is exchange traded securities, which make up 14% of the firm’s portfolio. Investments in other assets form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Swiss Advisors Sarl for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Strategic Swiss Advisors Sarl

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Matthew Karr	Managing director	1 Mar 2013	25% - 50%	2384505
Allan Maksymec	President, chief compliance officer	1 Mar 2013	50% - 75%	6261922

Based in Geneva

The principal office where Strategic Swiss Advisors Sarl performs its advisory services is located at Blvd Georges Favon 19, Geneva, Ch1204, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41 22 737 1990 or by fax +41 22 737 1995. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at strategic-swiss-advisors.com.