ETF-based real investment portfolio sample


We offer independent conservative portfolio management based on the ETFs (Exchange Traded Funds).
Find out why we are better than others.

What makes us better?

We do not hold your funds and only manage them according to your goals. Simplewealth is a partner of Interactive Brokers, which provides its custody services, platform, and functionality.

We do not belong to any bank or broker — all offered portfolios are individual and can include any ETF from the US, EU, or Swiss stock markets (adjustments possible!)

We have been developing and improving our mathematical models since 2015. This allows us to preserve and grow client assets.

Test your portfolio1!
Onboarding app in Apple App Store
Onboarding app in Google Play store

We also work with citizens of the European Union and citizens of the USA if they are registered and have tax residency in Switzerland or Europe

Americans & Europeans are welcome!

Have you invested before?

Not only do we save you time: we use our knowledge to develop and rebalance portfolios, we prepare tax statements and all this for a flat fee.

We do not charge additional trading fees, commissions, performance fees, administration fees, entry or exit fees!
All your investments are insured against the bankruptcy of Interactive Brokers (custody) up to USD 500,000.

Our asset management services fee is 0.5% annually, depending on the amount in your investment account.

If you hold CHF 1’000’000 and more — you will pay only 0.4% annually!

Our fees include

Quick and reliable onboarding procedures without timewasting; using tax-saving strategies like Tax Loss Harvesting.

Option to invest in ESG/Socially Responsible (Environment, Social and Governance) compliant business.

Automatic features like portfolio rebalancing, dividend reinvestment, and auto-adjustments.

Investment portfolio creation, based on your goals, risk appetite and the current life situation.

How to start:

We will ask you some personal questions about you, your life, your goals, and your financial situation.
Don't be confused: this has no human involvement, and your answers and numbers are needed for the calculation for your personal risk profile.

We need to make sure that you really exist. You will need proof of your address (utility bill), your passport, and a quiet place to take a selfie.
You can use your phone or a webcam.

We will ask you to answer approximately 10-15 questions to understand your goals, investment expectations, and investment horizon. Our unique algorithm uses answers that calculate the risks and give you an approximate investment outcome.

The questionnaire may feel long and too personal to you, but ultimately, our team can only view the result – the calculated risk level (1-2-3-4-5). It is done without any human involvement.

After consultations with our experts, you can also change this level by yourself and get riskier and potentially more profitable.

Step 01
Step 02
Step 03

Your investment profile

Online identification

Get a preview

In the end, you have to sign your contract online (literally, just print on the keyboard, e.g., JOHN SMITH). A printed version with our signature will be sent by post.

What happens then? The collected data will be sent to our custody bank to open an account.

The account will be opened under your name, and you will also receive access details in a separate email directly from the bankers.

Step 04

Sign the contract!

How to start investing with us

Completely safe & confidential

Your money is held in a custodial account in your name and belongs to you at all times.

You will hold low-cost ETFs (VOO or VTI, for example) that track the market. So you won’t be taking bets on single companies.

All your data is securely stored in Switzerland, governed by Swiss law.

You are the only one who can deposit and withdraw funds from your account. We are your manager.

Simplewealth in the rankings and reviews of specialized media:
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Current news from the world of finance and economics, market analyses, and easily understandable explanations of financial instruments.
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    Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charges and expenses.
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    Simplewealth AG is a Swiss-based advisory service, designed to assist clients in achieving discrete financial goals. We are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere.
    Past performance is not an indicator of future performance. Unless otherwise specified, all return figures shown above are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions.
    Investing implies your capital is at risk. The value of your account depends on market movements and you may get back less than you invest.
    Made in Switzerland
    © SIMPLEWEALTH AG 2015 — 2024.
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    FINOS — Finanzombudstelle Schweiz

    1 Wie können Ihre Vermögenswerte wachsen?

    Das Investieren in Wertpapiere birgt Risiken, und es besteht immer die Möglichkeit, Geld zu verlieren, wenn Sie in Wertpapiere investieren. Bevor Sie investieren, berücksichtigen Sie Ihre Anlageziele sowie die Gebühren und Kosten von Simplewealth AG.

    2 Alle Ihre Investitionen sind versichert. Bis zu USD 500k

    Kundenwertpapierkonten bei Interactive Brokers LLC sind durch die Securities Investor Protection Corporation ("SIPC") bis zu einem Höchstbetrag von $500.000 (mit einem Bargeldunterlimit von $250.000) geschützt und durch die zusätzliche SIPC-Police von Interactive Brokers LLC bei bestimmten Versicherern bei Lloyd's of London 1 um bis zu weitere $30 Millionen (mit einem Bargeldunterlimit von $900.000) bis zu einem Gesamtlimit von $150 Millionen. Futures und Optionen auf Futures sind nicht abgedeckt. Wie bei allen Wertpapierfirmen bietet diese Deckung Schutz gegen das Versagen eines Broker-Dealers, nicht gegen den Verlust des Marktwertes von Wertpapieren. Zum Zweck der Bestimmung eines Interactive Brokers LLC Kundenkontos werden Konten mit gleichen Namen und Bezeichnungen (z.B. John und Jane Smith und Jane und John Smith) kombiniert, Konten mit unterschiedlichen Bezeichnungen jedoch nicht (z.B. Einzel/John Smith und IRA/John Smith). Die SIPC ist eine gemeinnützige Mitgliedsgesellschaft, die von Broker-Dealern finanziert wird, die Mitglieder der SIPC sind.

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