Managed Portfolio
Achieve your financial goals with crypto portfolios aligned with your risk profile and goals
Discover SwissBorg’s expertly managed crypto investment strategies. Your portfolio is dynamically reallocated based on market conditions, ensuring optimal exposure guided by seasoned professionals.
What makes Managed Portfolios unique?
Dynamic Allocation
Your crypto portfolio is continuously optimised to adapt to evolving market conditions, maximising potential returns in favorable markets while protecting your capital during turbulent times.
Expert Oversight
SwissBorg’s investment team actively monitors and analyses the market. Every decision is guided by expert insights and analysis to keep your portfolio aligned.
Tailored for Everyone
Whether you're a conservative investor or a high-risk seeker, SwissBorg’s Managed Portfolios offer options designed to match your risk appetite and are strategically positioned for long-term growth.
Why choose Managed Portfolios?
Hassle-Free Crypto Investing
SwissBorg takes care of everything, from market analysis to portfolio adjustments, so you can focus on your financial goals.
Protection in Downturns
In bearish markets, portfolios shift to defensive strategies to reduce potential losses, focusing on capital preservation to help safeguard your wealth.
Transparent Tracking
Access clear, regular updates on your portfolio’s performance and allocations, ensuring you stay informed every step of the way.
What are the different Investor Profiles?
SwissBorg offers three distinct investor profiles: Conservative, Moderate and Growth.
Your investor profile will be determined through a quick Investor Profile Assessment when you first access the Managed Portfolio marketplace in the SwissBorg app.
If your profile is Conservative, we recommend avoiding Managed Portfolios, as they may not align with your lower risk tolerance.
For Moderate and Growth profiles, we’ll suggest the Managed Portfolio that most closely matches your investment goals and risk appetite.
SwissBorg provides two Managed Portfolios, each designed to align with specific risk levels and investment objectives:
Ideal for stable growth seekers: a balanced portfolio with moderate risk, steady returns, and minimised drawdowns.
Designed for investors seeking higher returns through increased exposure while carefully managing volatility.
