Strategy Analysis Is the Basis for Long-Term Success

Analysis Is the Basis for Long-Term Success

Considered analysis of your objectives as well as your personal and financial situation is the key to a suitable investment strategy and forms the basis for a successful financial investment in the long term.

Analysis of Your Situation

Investment Strategies for Private Investors

Investments must take into account personal requirements. These include not only the amount of capital but also age, work situation, and financial planning.

The basis for a successful investment is discipline and a strategy that best meets your requirements. Credit Suisse is a reliable and competent investment partner in this regard. Your advisor will support you in developing an investment strategy tailored precisely to your requirements.

Analysis of Your Situation

The first step is to analyze your personal and financial situation. What level of risk are you willing and able to assume? What is the time horizon of your investment? What are your reasons for the investment?

Your wishes concerning service, advice, and research information are also taken into account. From professional asset management to the package for investors who want to be actively involved and the basic package, Credit Suisse offers a variety of investment solutions.

Based on the analyses, you and your advisor will decide on your long-term investment strategy. Below are three examples of what this strategy could look like:

How Do I Invest? – Comparison of Three Investment Strategies

  • Income-Oriented Investment Strategy
  • Balanced Investment Strategy
  • Capital-Gains-Oriented Investment Strategy

Investment Advisory Services

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