Independent Investment Advisors

Expertisia helps you grow, manage, and preserve your wealth.

We offer investment advisory services to global investors. Our clients can meet with us in Geneva, Nyon, or online.

  • Expert
  • Unbiased
  • Personalized

Book a consultation

Please fill out the form below or contact us by email or phone.

    Our starting point

    Your financial situation

    There are moments in life when expert investment advice and personalized guidance are essential.

    • You have accumulated wealth
    • You just inherited money
    • You are divorcing
    • You are selling your business
    • You are nearing retirement
    How we help

    Unbiased advice and guidance

    Our role as investment advisor is to provide you with advice and guidance in all aspects of your financial life, not just your investment portfolio.

    01

    Wealth strategy

    We help you create a comprehensive financial plan to ensure you make the right decisions.

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    02

    Investment advisory

    We provide you with investment advice tailored to your objectives, risk tolerance, values, and preferences.

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    03

    Wealth services

    To save you time and give you peace of mind, we assist with an array of financial and administrative services.

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    04

    Education

    We provide basic financial education and guidance to help you gain financial clarity, knowledge, and confidence.

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    Take the next step toward financial clarity

    Get in touch
    Timeless investing advice

    Trust in their words

    Words of wisdom from successful investors, scientists, and other insightful thinkers.

    An investor without investment objectives is like a traveler without a destination.

    Ralph Seger

    Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it.

    Albert Einstein

    Don't try to buy at the bottom and sell at the top. It can't be done except by liars.

    Bernard Baruch

    The big money is not in the buying or selling, but in the waiting.

    Charlie Munger

    Successful investing is about managing risk, not avoiding it.

    Benjamin Graham

    Don't look for the needle in the haystack. Just buy the haystack.

    John C. Bogle

    Risk comes from not knowing what you are doing.

    Warren Buffet

    An Investment in knowledge pays the best interest.

    Benjamin Franklin

    In investing you get what you don't pay for. Costs matter.

    John C. Bogle

    If you fail to plan, you are planning to fail.

    Benjamin Franklin
    Articles, guides and more

    News and Insights

    News and analysis on finance, banking, and investing