DELTA COACHING


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Factsheets

Asset Management

7 Strategies

Our strategy is based on setting goals and creating a risk profile für the individual customer. With a range of approaches from dynamic management (up to 100% shares) to balanced or conservative portfoliosthat maintain capital, we make sure to reach the goal for returns. The selection of securities ranges from individual shares to certifates to funds. We invest around the world with assessments by industry. Depending on the market situation, cash investments ma be maintained intermittently.


DYNAMIC = up to 100% shares; ideal for savers
BALANCED = up to 50% shares; classical
SAVED = safe investments; ideal for seniors; only up to 15% shares
SUSTAINED = ecologically sustainable
PRECIOUS METALS = Gold, silver, platinum, palladium - physically deposited
SWISS D = DYNAMIC only Swiss Francs
SWISS S = SAVED only Swiss Francs

Allocation
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