Sardona Global Advisors

BUILD YOUR FINANCIAL FUTURE WITH US

WELCOME TO SARDONA GLOBAL ADVISORS - YOUR LOCAL INVESTMENT ADVISOR WITH SWISS ROOTS

Vision, Tradition and Values

At Sardona Global Advisors, we understand that every client is unique in its financial journey. This is why we are committed to providing individual financial advice and a personalized investment strategy.

Our Swiss tradition and long-term record in Private Banking drives us to serve each client individually, privately, and superiorly. Our approach is discrete, exclusive, and high-quality.

We recognize the importance of holistic wealth and estate planning from the earliest stage possible. Therefore, we focus on compelling investment solutions and work closely to develop a financial strategy for your financial future and independence.

OUR SERVICES

We go the extra mile to help our client to reach their financial golds.

One-to-one Investment Advisory

Personalized Portfolio and Investment Strategy

Holistic and Long-Term Wealth and Tax Planning

Asset Consolidation, Monitoring and Analyzing

How we manage and build your financial future

Active Management

We believe all markets are inherently inefficient and that through careful security selection, investors can generate excess returns with lower risk of permanent capital loss.

Bottom-Up Fundamental Research

We invest in strategies that conduct rigorous fundamental analysis to project each potential investment’s value. Our selection process is both quantitative and qualitative.

Long-Term Focus

We are transparent about fees and charges and keep them at reasonable levels. This means, no hidden or rip-off fees are charged to our client.

Unique View of Risk

We believe that the biggest threat to your financial health is not market volatility; it is the permanent loss of your capital. We believe market volatility provides opportunities to acquire high-quality assets at a discount to their valuation.

Discipline and Patience

We are patient investors. We hold cash when nothing meets our investment criteria, and we have the conviction to sell when an investment no longer offers acceptable returns relative to its potential for loss.

Our Partner Bank

Our Management Team