Portfolio Health Check: a complimentary second opinionFree of charge and without obligation.
How your portfolio is positioned, what it costs and how well it matches your objectives, reviewed in confidence by our investment team.
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What we look at
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What the Health Check looks at
Three questions about your portfolio.
How your portfolio is positioned
Asset classes, regions, currencies and the largest positions, set against the risk that suits you.
What your portfolio costs
Management, product and transaction costs, made visible in one overview.
How well it matches your objectives
Your objectives and time horizon, compared with how the portfolio is actually built.
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How it works
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How the Portfolio Health Check works, step by step
Three steps, at your pace.
01
You send us a recent statement
In confidence, from any bank. A short conversation about your objectives helps us read it well.
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We review it with our own tools
Our investment team analyses positioning, costs and risks with Tramondo's own tools and analyses.
03
You receive a written assessment
With concrete, easy‑to‑implement recommendations. It is yours to keep.
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Request a Portfolio Health Check
Start with what matters to you.
We will be in touch to arrange a short conversation about your objectives.
- 01Your request
- 02Our review
- 03Your written assessment
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Questions and answers about the Portfolio Health Check
01What is Tramondo's Portfolio Health Check?
In the Portfolio Health Check, Tramondo's investment team analyses your existing portfolio thoroughly. You receive concrete, easy‑to‑implement recommendations on how to align your investments with your objectives and reduce costs. The Health Check is free of charge and without obligation.
02How does the first conversation with Tramondo work?
Working with Tramondo follows three phases. It starts with a confidential conversation about your objectives, your situation and your time horizon, in Zug, in Zurich or wherever suits you. If both sides see a fit, Tramondo designs a strategy and agrees the mandate with you in writing. From then on, your relationship manager stays your main point of contact, with regular reviews as your circumstances change.
03Is there a minimum investment amount at Tramondo?
The starting amount depends on the service you choose and on your situation. Tramondo discusses it with you in the first, confidential conversation.
04Where are my assets held when Tramondo manages them?
Your assets stay in an account in your own name at a custodian bank. Tramondo manages the mandate with a limited power of attorney; any transfer out of your account needs your consent.
05Can I keep my own bank when I work with Tramondo?
Yes. Tramondo works with a number of established custodian banks and can also integrate the bank you already use. Your bank looks after your assets; Tramondo brings the investment expertise.