Clear Minds is a digital Swiss investment platform that handles advisory and investment processes. It’s focused on long-term investments, wide diversification, high discipline, avoidance of expensive market timing attempts, low costs, and profits instead of fees. Based on the clients’ risk tolerance and goals, Clear Minds provides portfolio proposals that can be further optimised and personalised for the user.
Advisors can also provide clients with research-based investment fund recommendations and review the portfolio every quarter and compare it to the investment goals. If there’s a meaningful mismatch, the Clear Minds team proposes the right transactions to close the gap and keep the client on track.