About us

EVT Financial Advisors AG was founded for the purpose of serving mainly US clients who desire to invest part of their wealth outside the USA.

We aim to be a leading provider of independent wealth management services and investment consulting tailored to the stringent demands of our clientele.

In our daily relations with our clients, as well as within the company itself, we abide by our company philosophy of “high Ethical standards, true Values and Trust”, which is also reflected in our name.

High ethical standards mean taking all investment decisions independently of any conflicts of interests. We make every effort to inform our clients about existing risks and our cost structure is transparent.

True values are what we communicate through constant analysis of all relevant indictors pertaining to wealth investment and the corresponding deployment of the investment instruments at our disposal.

Trust signifies a longstanding relationship between client and consultant. Our chief priorities are to act as a partner to our clients and to offer a holistic approach of services covering every phase of life.

We are licensed by the Swiss Financial Market Authority (FINMA), and are a member of AOOS, a supervisory organization in accordance with the Financial Market Supervision Act (FINMASA). In the US, we are regulated by the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) under the Investment Advisor Act of 1940. As we are regulated in both Switzerland and the US we can offer a compliant and sustainable service for US clients in Switzerland.