Portfolio management: A wide choice of products
Pictet North America Advisors offers risk-adapted discretionary portfolio management - fixed income, balanced, equities, and special mandates.
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 suitable investment strategy put into place.
The objectives and resulting investment decisions need to be reviewed periodically so that the investment strategy can be adapted to your needs, which can evolve over time.
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.
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.