A Client Tailor-Made Approach
Nowadays, in a fast changing market environment, the standard approaches are no longer sufficient to deliver an adequate risk adjusted return, hence, we have developed our proprietary portfolio model which can be tailor-made to meet clients’ needs, in terms of risk return profile, diversification, risk appetite and tolerated volatility.
Through a reverse engineering process clients set their targets and with our innovative model we are able to find the best possible allocation in terms of currencies, countries and sectors.
INCA s.a. - Corso Elvezia 1, 6900 Lugano Switzerland - Tel: +41 91 91 098 78