SMART. HUMAN.
FORWARD-THINKING.

We work prudently and sustainably.

Whoever is entrusted with money for investment bears a great responsibility. We are aware of this, which is why we attach great importance to attractive returns with a wise distribution of risk. In concrete terms, this means that we avoid losses by giving top priority to protecting the coverage ratio when investing. For us, smart and sustainable also means that we invest in well-trained employees and BVG specialists and actively contribute to their further development. They are the basis of our success.

We take time for people.

We take the time needed for good advice and comprehensive information. We see ourselves as a point of contact for our clients for questions on issues such as early or regular retirement, capital or pension withdrawals, initial information on AHV and tax issues when drawing retirement benefits. By providing our clients with regular information on their personnel, we fulfil more than just the legal obligation to provide information.

Together we build the future.

To ensure a financially secure future for our clients, we only work with the best partners. For us, the best are those whose performance always reaches the highest level. Quality before price, this is the credo by which we choose our partners. Together with our customers and partners, we are committed to the financial security of the people who entrust us with their money. This common ground is our greatest strength for a secure future.