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TAYLOR and ENHANCE your PORTFOLIO

 

According to today's world of investments, we offer a personalized and professional asset advisory and management services to ours customers particular needs and investment objectives. We build relationship on trust and absolute discretion, ours strengths lies in:

 

                    -Approach flexibility

                    -Capacity to study and understand each customer needs.

 

With our help, you can taylor your portfolio by sector, by style, and according to your specific risk and rewards parameters. Please, feel free to use the following questions as a guideline and to contact us :

 

 

Currency of reference ? 

 

a)  EUR

b)  USD

c)  CHF

                   

                   

Style of your portfolio :

 

a) Classic & Conservative

Bonds

.....%

Global Equities

.....%

USA Equities

.....%

Cash

.....%

 

b) Enhanced/Modern & Moderate

Bonds

....%

Global Equities

.....%

USA Equities

.....%
Alternative Investments .....%

Cash

.....%

 

c) Enhanced/Modern & Dynamic

Euro Stocks

.....%

USA Stocks

.....%
Alternative Investments

.....%

 

 

Diversification : Which sector(s) would you like to privilege ?

 

a) Fossil Energy

b) Renewable Energies

c) Heathcare Industries

d) Infrastructure

e) Agriculturals

f) Technologies

 

 

Would you like to include Managed Futures or Hedge Funds in your portfolio ?

 

By adding a portion of Managed Futures/Hedge Funds,

The Enhanced/Modern portfolios have historically provided stronger returns,

valuable diversification benefits & good downside protection,

(Modern Portfolio Theory).

 

a) YES

b) NO

 

 

Will you make withdrawals from our account ?

 

a) YES

b) NO

 

 

 

The information provided herein is based on data we consider reliable but which we do not represent to be accurate or complete.

 Any recommendation contained in this report may not be suitable for all investors.

Past performance is not indicative of future performance results.

 

 

CAPITAL PERFORMANCE PARTNERS S.A

Grand-Chêne 6, 1003 Lausanne - Switzerland. Phone : +41 21 331 15 50 - Fax +41 21 331 15 25

E-MAIL : pshama@cperformance.com