Secure Wealth Management (SWM) offers actively-managed ESG portfolios using ETFs.
SWM is a New Zealand company.
We have an outstanding 12-year track record, delivering significant outperformance with every ESG strategy and on every time horizon (see the fact sheets on the Our Portfolios page).
SWM offers 5 core global ESG portfolios consisting entirely of highly-liquid ETFs. The portfolios are graded across the client risk spectrum. Our ESG portfolios provide a fully diversified, cost-effective and completely transparent solution for a client’s core portfolio requirements. All of SWM’s portfolios offer complete flexibility to clients, who can encash their portfolios in 24 hours.
We have been running our ESG portfolios for twelve years, delivering outstanding returns both in absolute and relative terms. Our ETF selection is based on a blend of technical and quantitative indicators.
Company Details
- Employees
- 5
- Founded
- -
- Address
- New Zealand , Nz
- Phone
- +41-227-553-383
- et****@****ewm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- securewm.com
- HQ
- New Zealand
Secure Wealth Management Questions
Secure Wealth Management's helpline number is +41-227-553-383
Secure Wealth Management's website is securewm.com
Secure Wealth Management's LinkedIn profile is https://ch.linkedin.com/company/secure-wealth-management
Secure Wealth Management has
5 employees.
View email and phone details for 5
employees at Secure Wealth Management.
Secure Wealth Management's industry is
Financial Services
Secure Wealth Management's top competitors are
Diligent Wealth Management,
Shou Capital Management,
T. Merton Advisory,
Meedah Ventures Limited,
One.six Development Corporation Limited,
Awr Lloyd,
Blufolio Ag,
Collinson Wealth Management,
Le Clos De La Ribaudiere,
Palmarius: Private Wealth Management.
Secure Wealth Management's support email address is etfspecialists@securewm.com
Secure Wealth Management's categories are Financial Services
Secure Wealth Management's founding year is 2009
