True Wealth AG Apps

Wealth management. As simple as it gets. You set the directionandkeep full control over your investment strategy. Let us dothework: always diversified, highly automated and thus muchmoreefficient than investing has ever been. You can test uswithoutreal money Have you already seen our sample portfolio? Thenextstep would be your personal virtual test account. This iseasilyopened ‐ and thus you can kick the tires and testallfunctionalities without putting any real money at risk.Betterinvesting. Lower costs. Hefty fees are detrimental to yourreturns.In today's low interest world more than ever. This is whywe keepcosts as low as possible. We select the mostcost-efficientinvestments. And our management fee from 0.25 to 0.50percentincludes it all: • Custody fee: none • Kickbacks: none• Productcosts / TER: As low as possible • Transaction costs:included• Deposits and withdrawals: included • Swiss TaxStatement:included • Risk profiling: included • Portfoliorebalancings:included The minimum investment required for a TrueWealthportfolio is CHF 8'500. What's the benefit of professionalwealthmanagement with True Wealth? • An investment strategy thatfits mysituation. And which I can adjust at any time. • A reportingthatis simple and clear. And that one understands at firstglance.• Transparency right down to the last detail. We show youyourtotal costs of investing. • Monitoring and rebalancing: Wewatchyour portfolio and adjust it when needed. • Risk managementandportfolio construction based on scientific principles.• Highliquidity. So you can always dispose of your assets. Wecommitourselves, so you don't have to. • Time efficient: Sign upforcustody account and set your strategy within 30 minutes. • Testit:Explore all functionality in the test account without anyrealmoney at risk. • No lock-in, no minimum term, close youraccount atany time. Sustainable investing with ETFs SustainableExchangeTraded Funds (ETFs) give you access to stocks and bondsofcompanies which fulfill certain standards with respect totheenvironment, society, and corporate governance. When you choosetoinvest sustainably with us, we put together a portfolio ofETFswhich replicate sustainable indices, such as the SRI ReducedFossilFuels indices from MSCI. These indices consist of only thetop 25%of companies by industry sector with respect tosustainability,while certain harmful or controversial industriesare excluded.About True Wealth True Wealth AG was founded in 2013by internetpioneer Oliver Herren (co-founder of digitec Galaxus)and physicistFelix Niederer as a Swiss corporation. Its registeredplace ofbusiness is Zurich. By 2021, more than 10,000 investorswereinvested with True Wealth. True Wealth is an independentassetmanager and a member of the Swiss Association of AssetManagers(SAAM).