A systematic approach to investing responsibly
Responsible Investing: the refined top-down investment approach
With Responsible Investing, we take a wider view of investment. In order to integrate your values and vision of life into the investment process, we need to monitor economic, political and financial developments as well as the drivers of global change. Using this systematic approach, Kaiser Partner Financial Advisors extends the classic top-down investment approach by integrating the “big picture” of global change into its investment analysis.
Consequently, Kaiser Partner Financial Advisors considers a wider field of factors when making investment decisions for its clients. The way we manage your wealth reflects the issues that determine the future of our planet as well as our personal lives. This increases the sustainability and security of your investment strategy, especially in the long term, while simultaneously using active investment to help find answers to the significant issues of our time.
Integrating the big picture
The growing complexity of our world is evident in the financial industry as well. Financial experts have to deal with a huge assortment of figures, complex interconnections and various other forms of information. Kaiser Partner Financial Advisors provides its investment experts with continuous education, and assesses them regularly. As a result, our people are always in a position to bring together the detailed numbers with the big picture and draw the right conclusions – for every single investment.
“Responsibility in Wealth” is a guiding principle at Kaiser Partner Group. We use an intelligent mixture of techniques to safeguard your wealth, including multi-currency and multi-asset-class approaches. We specialize in investing outside the United States, so our clients benefit from both the growth potential and the security of one of the world’s leading economic regions. Europe looks to both Asia and America – making it easier for us to invest globally.
Tax-efficient investing
Proper tax management can add significantly to a portfolio’s after-tax return. Although Kaiser Partner Financial Advisors does not give tax advice, our portfolio management process does take the peculiarities of the US tax system into consideration. For example, long-term capital gains are used to help you profit from lower tax rates, punitive PFIC taxation is avoided by ignoring such investments, and we often purchase stocks with distributions that are treated as qualified dividends.
To make life a little easier for you and perhaps for your accountant, we can provide you with a tax base report containing information for the relevant tax year.
Regular review
No strategy can be successful without a control mechanism, which is why we regularly review the performance of our investments and the factors that influence them. One outcome of this analysis is the quarterly client newsletter written by Kaiser Partner Financial Advisors. As part of our continuous review process, we also monitor the tax implications of every investment and – if necessary – reshape your assets to minimize exposure.
We are active advisors, and most clients welcome the opportunity to communicate with us personally. Not every US client can manage to visit our offices in Zollikon on the shores of Lake Zurich, but we’re always at our clients’ service via email or telephone, or can arrange a personal meeting somewhere else. We’re interested in forging close relationships, because this helps us ensure that our wealth management complies with our clients’ values and needs.
