Asset Management


More capital for investors

Investors use Obermatt’s equity analyses in asset management or as a tool for self-directed invesments to earn better returns from their investments.

Better decisions

With Obermatt Asset Management, you get more returns with lower risk. Obermatt uses proven principles to assess shares purely on the basis of their objective financial facts, without subjective judgments.

Large and institutional investors using the Obermatt method benefit threefold:

  1. Higher returns: The financial-fact based Obermatt method leads to higher returns .
  2. Less cost: The Obermatt method allows for near-index investing at a lower cost - in a more sensible way than index funds and without their fees.
  3. Less risk: Portfolios are broadly diversified, with optimal weighting of shares Diversification and balanced weighting of shares reduces risk inherent to index funds.

These advantages bring higher returns and more capital appreciation with the lowest possible risk and effort for the investor. Contact us for a quote or analyze your financial situation first, for example, from TWO Wealth Management, the SwissFinanceNetwork, Swiss Independence or Alain Lauber, a neutral financial planner.

Cost savings with self-management

The Obermatt Stock Update Premium gives you tailor-made stock ranking lists every four weeks so you can easily and quickly use the Obermatt method. Test the Stock Update for free as long as you want. You can then switch to Premium at any time.

Self-powered investors benefit from the same advantages as investors who transfer their asset management to Obermatt. Start with Obermatt today, the sooner you start, the more money you have when you retire (do your own investing) .

If you do not want to manage your investment portfolio, we would be delighted do it for you - at reasonable fixed conditions and with additional personal know-how that we are happy to share with you. Contact us for rates and fees.