$250.0M Total AUM
$250.0M Disc. AUM
-- 3Y CAGR
4 Employees
200 ADV. Clients
14 yrs Firm Age
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- Custodian
- Goldman Sachs · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2011
- Office Locations
- 1
Office Locations
Fraumuensterstrasse 13 Zurich --
About Swiss Usadvisors
SWISS USADVISORS provides portfolio management for US taxpayers with assets held outside the United States. Portfolios are individually managed using a bottom-up, Modern Portfolio Theory–informed approach across equities and fixed income, complemented by advisory and consulting on related topics. Accounts are held at a custodian bank selected by each client (e.g., Goldman Sachs or Wells Fargo).
Team overview
-- AVG AGE
$125.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROLAND HANSALIK
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,000,000 | $2,500,000 |
| Non-Discretionary | $0 | -- |
| Total | $250,000,000 | $2,500,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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