Managed Portfolio
Invest effortlessly in crypto based on your risk profile and goals.
Explore SwissBorg's dynamic crypto investment strategies based on your risk profile, and goals, that automatically reallocate your portfolio based on market conditions.
What makes Managed Portfolios unique?
Dynamic Allocation
Your crypto portfolio adjusts automatically based on SwissBorg’s advanced Risk On/Off and Booster signals, maximising returns while minimising risks.
Expert Oversight
SwissBorg’s investment team ensures that portfolios are optimised through frequent reallocation, reflecting market trends and your personal risk profile.
Tailored for Everyone
From conservative investors to high-risk seekers, Managed Portfolios provide options to fit different risk appetites and investment goals.
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
Portfolios automatically shift focus to stable assets during bearish markets, protecting your investments from excessive losses.
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.
