Portfolio management: A wide choice of products

To pinpoint needs and determine objectives, an assessment of your current situation needs to be made, in order to obtain an overview of all the elements under review. This process takes into account various constraints such as investment horizon, desired cash flow and liquidity needs. Once your financial and personal situation has been established, your risk profile as well as your goals can be defined and a personalized investment strategy put into place.

Investment strategiesAny of the following strategies can be selected:

• Defensive: geared towards both safeguarding the value of assets and securing an absolute return.
• Growth: seeking both long-term capital growth and returns clearly above the risk-free interest rates over a complete cycle.
• Special mandates: such as EAFE equities, commodities producers equities or product focus. 

The objectives and resulting investment decisions need to be reviewed periodically so that the investment strategy can be adapted to your needs, which will certainly evolve on a continuous basis.

The information on this page is provided for informational purposes only and the services of Pictet North America Advisors SA are available only to its clients.

Additional legal information

Updated ADV II

In accordance with Rule 204-3 of the Investment Advisers Act of 1940,Pictet North America Advisors SA is required to offer its clients a copy of its disclosure brochure (Form ADV Part II) at least on a yearly basis. As a result, we would be delighted to provide our clients with a copy of our most recent version upon request.

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