WEALTH MANAGEMENT & INVESTMENT STRATEGY

Better Experience.
key aspects of your financial life

Swico Consulting and investment & Investment company is best known for its long term knowledge in the financial industry and of the global investment advising institutions and private investors with billions of dollars. The investment strategy group works with advisors and clients to help create an exceptional overall investment experience by ensuring that every client receives.

Sharing Our Experience With You

We have no specified minimum. We tailor a separate portfolio for each client. You work directly with a member of our staff - no robo advisers.  We do not charge smaller accounts a higher fee because of their size.

*For further information regarding fees, please refer to our Client Relationship Summary.
**Please see our
statement on ethics, what we won’t do, Wall Street conflicts, and how we protect you.
***When client is eligible.

After decades advising some of the wealthiest and most famous clients, we have a completely new mission: to transform the way money is managed for those who could benefit the most from everything we have learned over the years.  

Our Services

Originally established by Swico, co-founder and former CEO of global investment firm Cambridge Associates, where he co-created the university investment model with colleagues and clients, our firm initially supported the Swico Consulting and investment office. We began to welcome outside clients with no specified minimum into our extended family in order to share the services that we carefully developed. In doing so, we are committed to protecting and growing client assets along with our own.

We continue to explore markets and countries for the best investments for all our clients.

We develop an investment strategy for each client and, if requested, manage their portfolio.

We are very focused on avoiding conflicts of interest. Consequently we do not  engage in other businesses or offer a variety of services at higher fees.

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Contact Us

We'd like to learn more about you and your investment goals and introduce you to our firm. Please feel free to contact us or schedule a time to meet.