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About LFA ✩ Swiss Wealth Management

LFA is a leading fee-based Swiss wealth manager for U.S. investors who want to diversify part of their wealth outside the country. We provide independent financial management services that are precisely tailored to the needs of clients who want performance, risk management, and tax-efficient investment services for their assets. Our clients benefit from our extensive experience and network of partners that include several Swiss banks, international law firms, estate planners, cross-border private clients, and CPAs. Client Always Comes First At our core, we are an organization providing our clients with the specialized knowledge, discipline, and services they need to reach their financial goals. We focus on offering disciplined portfolio management, outstanding advice, risk management, and tax minimization, enabling our clients to create a diversified portfolio that brings positive, risk-adjusted returns. All of our advice and services are based on three primary client needs: Competitive rates of return, risk management, and tax minimization. Our clients achieve their goals when these needs come together in one diversified portfolio that produces positive, risk-adjusted rates of return. Contact: LFA Talstrasse 65 8001 Zurich Switzerland T. +41 43 497 35 81 F. +41 43 497 35 83 LFA Via F. Pelli 3 6900 Lugano Switzerland T. +41 91 921 37 52 F. +41 91 921 38 09 info@lfa.ch lfa.ch LFA is not responsible for and do not encourage third parties to post anything on our behalf. Personal and company endorsements by third parties are not accepted or encouraged. Publications are 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.

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