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Follow on Google News | Trust Is Good, Control Is BetterFor the private investor: Swiss Screener examines Swiss investments, investment managers and financial institutions for conflicts of interest and other sub-optimal business practices which negatively impact investment performance.
By: Swiss Screener Global investing has become more accessible and investment strategies, often involving unregistered and non-traditional managers, are now commonplace. Examining and monitoring investment managers and financial institutions involved in the asset management process is critical and may uncover unnecessary fee-generating layers, undisclosed compensations, conflicts of interest, unsuitable products, superficial due diligence, negligence, operational weaknesses, regulatory issues and other investment management abuses that detrimentally impact investment performance. Swiss Screener implements an effective and cost-efficient 3-Phase process: Phase 1 – Initial assessment Phase 2 – In-depth check-up Phase 3 – Solutions, remedies, alternatives The first consultation to determine an investor’s needs is free of charge. An initial fee of USD 450 is due when signing up for Swiss Screener services and includes the initial assessment. The fees for the in-depth check-up and Swiss Screener’s guidance in choosing an appropriate solution, remedy or alternative are calculated according to the chosen services and complexity of the case. For further information, please contact: Paul Burkhard Swiss Screener Fohlenweidstrasse 49 8615 Wermatswil-Zurich Switzerland Tel: +41 44 994 4764 Fax: +41 44 994 4763 info@swiss-screener.ch www.swiss- Swiss Screener is a division of P & M Trading LLC based in Wermatswil-Zurich, 20 minutes from Zurich main station and airport. Paul Burkhard, Founding Partner, born in 1964 in Zurich, studied law and economics at the University of Zurich and can look back on a career with various Swiss and international investment banks and financial institutions in Switzerland and abroad. In 2000 he established his own financial firm, P & M Trading LLC and developed the Swiss Screener Division. He is also an avid golfer with a single handicap and runs the Swiss Mid-Amateur Series. # # # For the private investor: Swiss Screener examines Swiss investments, investment managers and financial institutions for conflicts of interest and other sub-optimal business practices which negatively impact investment performance. End
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