GROWTH
PRODUCTS
Structured Products
Structured products are investments that combine different financial instruments, offering customized risk-return profiles.
Stocks
Stocks are ownership shares in a company, giving holders a stake in its profits and assets.
ETFs & Managed Funds
ETFs are funds that track indices and are traded on stock exchanges. Managed funds pool money to invest in assets, managed by professionals.
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Money Market
The money market is an area for short-term, low-risk investments, such as Treasury bills and certificates of deposit.
CPNs
Bonds
Bonds are debt investments where you lend money to entities in exchange for regular interest payments and repayment of the principal at maturity.
Capital Protection Notes are investment products that offer potential returns while protecting your initial investment by ensuring that at least your principal is repaid at maturity.
PROTECTION
PRODUCTS
BUILD YOUR STRATEGY WITH US
Our advisory service begins with an in-depth client profiling process to assess your risk tolerance and risk-return fit. Based on your profile, we design a personalized investment strategy, tailored to your financial goals and market outlook. Try our demo tool below to explore what your portfolio distribution might look like at different risk levels. Risk Profile 1 is the most conservative, while Profile 5 is the most dynamic.
Choose your Risk Tolerance
INVESTMENT GRADE BOND​
EXPECTED ANNUAL RETURN:
1% - 3 % p.a.
MONEY MARKET
CPN
in standard market conditions
RISK PROFILE:
1/5 CONSERVATIVE
MINIMUM ALLOCATION:
10'000 CHF
- CHF
- EUR
- USD
INVESTMENT THEMES
- CAPITAL PROTECTION
- LIQUID MARKETS
- GLOBAL INDICES
All transaction and Investments are executed through Swiss Banks, with funds securely deposited in the investor's personal account
CURRENCY
KEY NUMBERS
+200
Stocks e Products
We continuously monitor and evaluate over 200 companies through in-depth stock analysis. This research directly feeds our financial strategies and allows us to select the most suitable stocks for our investment solutions.
10'000
Minimum Investment
CHF
EUR
USD
Our advisory service is available starting from just CHF 10,000. This allows even smaller investors to access high-quality financial products, personalized strategies, and risk-adjusted returns, making professional investment advice truly accessible.
365 days
Continuous Monitoring
We constantly monitor the markets, remaining both proactive and reactive to market changes, ensuring that we adapt strategies in real-time to achieve the best results for our clients.
Describe your image
Describe your image
Describe your image
Describe your image
3 TYPES OF
PRODUCTS OFFERING
New Issues
We can help you buy financial products in the primary market, where new securities are first issued and sold. You can buy these securities directly from the issuer.
Customized Products
We can help you create customized investment products designed to meet your specific needs, combining various financial instruments to align with your desired risk, return, and liquidity profiles.
Secondary Market
We can help you buy and sell financial products in the secondary market, where previously issued securities are bought and sold among investors.
ALWAYS GET
THE BEST
EXCHANGE RATES
Best Partners
for Currencies
At Athena Advisory Group, we rely on the best currency partners to ensure optimal results for our clients' investments.
