Modular Wealth Management with Core Satellite Concept

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Modular Wealth Management with Core Satellite Concept

SAMT AG offers 2 dimensions of individualization:

For customer with different risk needs -> risk levels from 1 (lowest risk) to 20 (highest risk) with the Enduring Core Concept for accounts > 20 000 CHF
For higher net worth customer -> Modular Strategy System with three main approaches adding multiple dimensions in risk and diversification for accounts > 100 000 CHF

20 000 CHF/EUR

100 000 CHF/EUR

250 000 CHF/EUR

500 000 CHF/EUR

The background of the modular system is based on the fact that accounts from over 100 000 CHF have the potential to hedge and trade additional systems with our modular core-satellite approach. Modular systems or core satellite approaches are used by many ultra-high net worth investors and they were not accessible to the broad public before. The modular components offer increased diversification as they have been designed for low correlation to the core component.

The modular add ons will make the portfolio more diversified and more liquid as the modules of the modular concept are not correlated with the core.

The modules can be booked in addition to the core or itself as individual and separate parts. The ratio between the enduring core and the modules will be recommended by SAMT but can be set by the client.

With this core and module concept SAMT AG combines benefits which were only available to the most wealthy customers with extreme low prices, a no-win means no-fee approach and very low minimum funding levels (for price Click Here!).

Portfolio Advisors
Invest with professional
traders

Algo trading
Seasonal commodity
patterns

ETF Enduring Core
Long term investments
ETF portfolio

We go new ways in Money Management

We are offering these 3 types of trading modules and you can choose any of them alone or all together. All modules are controlled by a risk management system to avoid too high risk in one direction:

Core Module ETF Enduring Core is the base strategy where the majority of the investment will be invested in a long term investment approach. The split of ETFs is optimized in a way that the portfolio does not need to be changed for a long time period. Possible adjustments will be made by reinvesting the dividends payments from the ETFs.
Algo Trading Module is a strategy where you use the effect which happens from natural resources due to seasonal pattern. This approach contains no directional risk against the stock or bond market (read more about the program).
Modul 3 with Portfolio Advisors. Individual Portfolio Advisors are professional money managers which trade your account under our regulation and our risk and money management. We research the best money managers and screen them through a systematic screening process. We will recommend a portfolio manager to you but you can select them on your own. You will have a close and individual relationship with your portfolio manager.

You can just transfer any amount to your investment with SAMT AG and we will adjust your portfolio according to your risk profile and the agreed split on a regular base.

We offer to hedge the core portfolio (in addition to the modular concept) and run a risk management system over all investments. This is important for investors which invest big parts of their wealth, for example for retirement savings. A potential underwater period for years due to a market downturn can be unacceptable.

We are not just a robo advisor or a normal asset or wealth manager. We have combined different successful scientific programs, from a core layer of stocks and bonds to alternative investments layer with Futures spreads and additional portfolio advisors with specific specializations. These concepts were previously only available to high net work individuals.

Read further about the 5 benefits of SAMT AG Wealth Management

SAMT AG offers a range of benefits for a best in class Asset Management

We are regulated and registered as Wealth Manager in Switzerland

Extreme Low Prices and
No Win = No Fee

If you want RGS, Bank of Scotland, Lloyds, Royal Bank or any other private banking bank... More

Modular Wealth Management Strategies

We are offering these 3 types of trading modules and you can choose any of... More

Proven Scientific Automated Trading Algorithms

SAMT AG follows its own scientific investment philosophy and has a track record in... More

Proud to be Owner Operated and Consistently Independent

We do not operate or own any financial product which we might need to sell to... More

Money kept in Segregated Accounts

Segregated accounts are accounts in which the customer money is hold in the name of the... More

Outstanding

We have successfully developed many free diversified ETF portfolios for our customers and they are more then happy and rated our service with stars based on reviews.