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DirectoryFinance & InsuranceExternal Asset ManagementBaarAetas Investment Caruso
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Aetas Investment Caruso

Summary

About the company

The company's core activity is investment consulting and wealth management for private investors, particularly in the area of investments in innovative companies. The company offers long-term investment strategies and accompanies its clients in achieving their financial goals.

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Offering

Products & services

Industry:External Asset Management
✓ Offered2
Investment advisory
Investment advice for private clients, portfolio construction and management, stock analysis and company valuation, selection of suitable companies, personal consultation meetings.
Financial advisory
Financial advisory with mentoring and coaching, budgeting, expense and income planning, goal analysis and support in building your own financial strategy.
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Location

Rigistrasse 35
6340 Baar

At a glance

Legal form
Sole proprietorship
UID
CHE-353.117.004
Founded
2020 · 6 years
Last commercial register change
August 28, 2020
Employees
1 to 10

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