Wealth management Made in Switzerland for the discerning US investor - PowerPoint PPT Presentation

Registered with the US Securities and Exchange Commission as an investment advisor Wealth management “Made in Switzerland” for the discerning US investor “US clients appreciate access to current market outlooks from an international perspective, global investment opportunities and unbiased advice that provides recognizable added value. It can help to protect and increase their assets, coupled with the traditional Swiss commitment to excellence.” René Marty, CEO LFA SA | Zurich office | Talstrasse 65, 8001 Zurich, Switzerland | T: +41 43 497 21 05 | marty@lfa.ch | lfa.ch This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice.

Registered with the US Securities and Exchange Commission as an investment advisor LFA provides multi-currency, multi-asset investment portfolios to US clients for international and jurisdictional investment diversification “Made in Switzerland” + Competitive pricing + US tax-compliant solutions + Easy to get established + Specifically designed for US clients + LFA offices in Lugano, Zurich and Miami + Choice of Swiss or US custodian bank RENÉ MARTY CEO SENIOR RELATIONSHIP MANAGER SWITZERLAND INTERNATIONAL DIVERSIFICATION STABILITY Long-term political and economic INDEPENDENT Unbiased advice, LFA is not DIVERSIFY the risk of holding all of your assets in one stability, strong currency affiliated with a bank or other financial institution, market, one financial system and one currency client-focused NEUTRALITY Since 1815, established by the Treaty TAKE ADVANTAGE of a broad range of international of Paris HIGHLY EXPERIENCED SPECIALISTS Specialists in US investment opportunities in various currencies client-related wealth management with tried and GLOBAL LEADER Manages 25% of cross-border proven wealth management services GAIN the insights and perspectives of globally- managed assets worldwide, highest standards experienced wealth managers DISCRETIONARY AND ADVISORY MANDATES with SECURITY Financial institutions strictly regulated by strategies customized to your needs and goals SEEK safety in a solid and stable environment the Swiss Financial Markets Supervisory Authority CO-COUNSEL with your local advisor to create a PROFIT from Switzerland‘s long-term standing as the CONFIDENTIALITY High regard for personal privacy complementary investment portfolio global leader for private wealth management and confidentiality LFA SA | Zurich office | Talstrasse 65, 8001 Zurich, Switzerland | T: +41 43 497 21 05 | marty@lfa.ch | lfa.ch This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. 2

Registered with the US Securities and Exchange Commission as an investment advisor INTERNATIONAL DIVERSIFICATION DIVERSIFY the risk of holding all of your assets in one market, one financial system INTERNATIONAL DIVERSIFICATION REDUCE your exposure to potential depreciation of the US dollar TAKE ADVANTAGE of a broad range of international investment opportunities in various currencies GAIN the insights and perspectives of globally-experienced wealth managers SEEK safety in a solid and stable environment PROFIT from Switzerland‘s long-term standing as the global leader for private wealth management LFA SA | Zurich office | Talstrasse 65, 8001 Zurich, Switzerland | T: +41 43 497 21 05 | marty@lfa.ch | lfa.ch This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. 3

Registered with the US Securities and Exchange Commission as an investment advisor MADE IN SWITZERLAND STABILITY Long-term political and economic stability, strong currency NEUTRALITY Since 1815, affirmed by the Treaty of Paris MADE IN SWITZERLAND GLOBAL LEADER Manages 25% of cross-border managed assets worldwide, highest standards SECURITY Financial institutions strictly regulated by the Swiss Financial Markets Supervisory Authority QUALITY Highly efficient systems, highly qualified personnel CONFIDENTIALITY High regard for personal privacy and confidentiality LFA SA | Zurich office | Talstrasse 65, 8001 Zurich, Switzerland | T: +41 43 497 21 05 | marty@lfa.ch | lfa.ch This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. 4

Registered with the US Securities and Exchange Commission as an investment advisor LFA AT YOUR SERVICE HIGHLY EXPERIENCED INDEPENDENT SPECIALISTS Unbiased advice, LFA is not Specialists in US client-related affiliated with a bank or other wealth management with tried financial institution, client- and proven wealth management focused services DISCRETIONARY AND ADVISORY SPECIALIZED ESTATE PLANNING MANDATES for transferring funds to the next with strategies customized to generation your needs and goals INVESTMENT MANAGEMENT STRATEGIES utilizing a disciplined investment include long and short-term process supported by quantitive investments, margin transactions tools, based on efficient investing, and option writing including alpha generation, open covered and uncovered options architecture LFA SA | Zurich office | Talstrasse 65, 8001 Zurich, Switzerland | T: +41 43 497 21 05 | marty@lfa.ch | lfa.ch This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. 5

Registered with the US Securities and Exchange Commission as an investment advisor LFA AT YOUR SERVICE TAX REPORTING GLOBAL REPORTING Together with the custodian consolidated, detailed wealth bank and LFA, all required reports on a client’s or family’s documents are prepared, global financial situation reviewed for accuracy and delivered COMPETITIVE TRANSPARENCY pricing of investments and fees CANADA CO-COUNSEL LFA is registered with Ontario with your local advisor to Securities Commission (OSC) create a complementary and the Québec Autorité des investment portfolio Marchés Financiers (AMF) as a Portfolio Manager LFA SA | Zurich office | Talstrasse 65, 8001 Zurich, Switzerland | T: +41 43 497 21 05 | marty@lfa.ch | lfa.ch This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. 6

Registered with the US Securities and Exchange Commission as an investment advisor INVESTMENT MANAGEMENT Multi- currency Portfolio construction Multi-asset Trade financial execution advice Best in class Sustainable portfolios Managers’ selection Access to Tax-efficient best in class research investing analyst RESULT A broader spectrum of investment ideas, aimed at taking advantage of the gap between conventional thinking and economic reality LFA SA | Zurich office | Talstrasse 65, 8001 Zurich, Switzerland | T: +41 43 497 21 05 | marty@lfa.ch | lfa.ch This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. 7

Registered with the US Securities and Exchange Commission as an investment advisor LFA STRATEGIES MODERATE LOW Maximum: Maximum: Money Market 100%, Fixed Income 90%, Equity Money Market 100%, Fixed Income 100%, Other 30%, Metals, Commodities, Alternative Currencies 20% Investments etc. 30%, Other Currencies 30% MEDIUM HIGH Maximum: Maximum: Money Market 100%, Fixed Income 70%, Equity Money Market 100%, Fixed Income 50%, Equity 60%, Metals, Commodities, Alternative 100%, Metals, Commodities, Alternative Investments etc. 40%, Other Currencies 50% Investments etc. 50%, Other Currencies 80% LFA SA | Zurich office | Talstrasse 65, 8001 Zurich, Switzerland | T: +41 43 497 21 05 | marty@lfa.ch | lfa.ch This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. 8