PRINCIPLES OF CONDUCT

GENERAL PRINCIPLES AND PROFESSIONAL CODE OF PROFESSIONAL CONDUCT BINDING INVEST SUISSE

Asset managers in particular hold a unique place of trust in the lives of millions of investors. Investment professionals and firms who undertake and perform their responsibilities with honesty and integrity are critical to maintaining investors’ trust and confidence and upholding the client covenant of trust, loyalty, prudence, and care. INVEST SUISSE is guided by these principles.


Advisors have the following responsibilities to their clients:
  • – Act in a professional and ethical manner at all times.
  • – Act for the benefit of clients.
  • – Act with independence and objectivity.
  • – Act with skill, competence, and diligence.
  • – Communicate with clients in a timely and accurate manner.
  • – Uphold and comply with the applicable rules, governing principles and guideline.
INVEST SUISSE key values for success:
  • – Importance of controlled risk management (position sizing)
  • – Importance of intelligent and timely exits
  • – Importance of diversification
  • – Reward to risk multiples to determine expectancy
  • – Power of low risk entries
  • – Use of disciplined trading and investment psychology

INVEST SUISSE holds a unique place of trust in the lives of its clients. We undertake and perform our responsibilities with honesty and integrity, which we think is critical to maintaining investors’ confidence.

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