Can I invest in individual stocks with True Wealth?
No. As asset managers, we believe that we can best meet your investment needs by recommending a diversified investment mix tailored to your risk tolerance and implementing, monitoring and regularly adjusting this mix using carefully selected instruments.
However, we will inform you about all the individual companies held via the investment instruments. Click on the “Companies” tab under “Portfolio characteristics”.
More questions in "Investment process"
How do I get a portfolio individually optimized for me?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?Is currency hedging (FX hedging) part of the recommended investment mix?What does currency hedging (FX hedging) cost?Can I deactivate currency hedging?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I also use ETFs other than those suggested?Is securities lending excluded?When and how often do you carry out securities transactions (trades)?
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