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- Custodian
- --
- Clients
- Retail
- Platforms
- Fusion alphaZenith vital
- Established Date
- 05-09-2014
- Office Locations
- 1
Office Locations
About Helvetia Investment Advisors
Helvetia Investment Advisors is a Lugano-based, partner-led RIA serving retail clients with discretionary portfolio management and wealth planning, including tax and estate planning, retirement planning, and insurance solutions. The firm emphasizes asset allocation with meaningful use of ETFs and investment-grade corporate bonds, with ESG/SRI considerations. Led by CEO/CCO Giampaolo Bonalumi and CIO Dirk Klitsch.
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Owner & Executives
GIAMPAOLO BONALUMI
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
DIRK KLITSCH
Chief Investment Officer, Financial Advisor
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $426,184,412 | $3,493,315 |
| Non-Discretionary | $80,659,965 | $5,377,331 |
| Total | $506,844,377 | $3,699,594 |
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Separately Managed Accounts
Total SMA Asset: $506,844,377
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $503,439,898 | 9.0% |
| Equity - Exchange | $1,174,693,095 | 21.0% |
| Cash | $917,379,370 | 16.4% |
| Corporate - Non-Investment Grade | $1,197,068,202 | 21.4% |
| Derivatives | $1,068,411,339 | 19.1% |
| Municipal Bonds | $732,784,740 | 13.1% |
| Total | $5,593,776,644 | 100.0% |