Swiss SEC-RIAs - Ticino

Swiss SEC-registered investment advisers with client-friendly access to their contact details and website, their SEC registration, their ADV Brochure Part 2, events and publications.

They are happy to serve US clients in the US and abroad and to collaborate with US financial professionals to help create a Swiss wealth strategy for US clients, complementing the US-based wealth strategy implemented at home.


Lugano, Zurich, Switzerland
Felix Horlacher
Other Swiss SEC-registered investment advisers - Ticino region
HIA Helvetia Investment Advisors SA
Lugano, Switzerland
Valeur Fiduciaria SA
Lugano, Switzerland
Swiss SEC-registered investment advisers in other regions
Geneva     Zurich    United States office
Dr. Ariel Sergio Goekmen
The listed Swiss SEC-registered investment advisers are according to the information provided in the SEC registrations and the ADVs Part 2 on the IAPD website.
AMERICANS WELCOME ★ SWITZERLAND is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. Please read the disclaimer.