Page 25 - ASSET MANAGER 9 (EN)

OPTIMAL
INVESTING
WITH INVESTORY
To invest in INVESTORY's excellent equity strategies, investors need an account/ deposit with one of our five custodian banks (Page 24).
Author: Roger Fromm Founder INVESTORY AG
CONDITIONS • 25
INVESTORY offers two major advantages:
1. DIRECT INVESTMENTS
There are Robo platforms that rely exclusively on invest- ment funds or comparable products with hidden costs. Such platforms are nothing more than extended sales outlets for fund providers.
ETF strategies are hyped by the large industry providers such as iShares/Blackrock, with fund platforms shoot- ing up like mushrooms from the ground and competing with each other. INVESTORY deals exclusively with direct investments without hidden costs.
2. COMPETITION
Robo-Adviser platform operators are often themselves the administrators of the investment strategies offered. No investment strategies are then offered by external experts, who are in competetition with each other.
INVESTORY is the only platform with a competitive ap- proach without investment funds. This enables investors to
compare the investment strategies of different financial experts. The investor has the flexibility to switch from one provider to another at any time.
INVESTORY CONDITIONS
Strateo Bank and Cornèrtrader
Bank zweiplus
Zuger KB
VP Bank
up to CHF 250,000
1%
-
-
-
from CHF 250,000
0.9 %
1.25 %
-
-
from CHF 1 million
0.75 %
1.10 %
1.10 %
0.85 %
from CHF 2.5 million
individually negotiable
Performance-Fee
10% with high-water mark
* The INVESTORY management fee is based on the effective expense.