Process / Scope of services of a portfolio analysis

  • Informal initial consultation (verification of situation) - free of charge, approximately 1 - 2 Hours
  • Portfolio analysis Dr. Pirmin Hotz verm√∂gensverwaltungen AG
  • Personal presentation, approximately 1 - 2 hours
  • Fee for analysis and personal presentation: CHF 2'500. When the contract is concluded the above fee will be waived.

Registration for portfolio analysis

Please send us your phone number and e-mail address, we will contact you to arrange an appointment:

Alternatively, you may call or e-mail us, please see our contact details below:

mail @ hotz-partner.ch
+41 41 767 46 00