Independent Investment Advisor in Zug
Helping Swiss professionals and expats invest with clarity, structure, and confidence.
Your money stays in your name—we offer tailored guidance, not product sales or asset management.
Investing with Confidence and Control
Risk-First Philosophy
A focus on managing risk—not predicting markets—so you can invest with structure and purpose.
Diversified, Long-Term ETF Strategy
Our All-Terrain Portfolio is globally diversified across equities, commodities, and cash—designed to stay resilient through changing market conditions.
Tactical Flexibility When It Matters
A smaller, dynamic satellite portfolio is guided by monthly quantitative analysis—allowing you to adapt without compromising your long-term strategy.
"I highly recommend Joshua Matta for anyone seeking thoughtful and trustworthy investment advice. Joshua stands out for his professionalism and genuine dedication to his clients. He takes the time to truly understand each client’s financial situation and risk profile before offering tailored recommendations. What I particularly appreciate is his focus on education and transparency — Joshua ensures his clients clearly understand the investment solutions he proposes and feel confident in their decisions. Whether you’re new to investing or already experienced, if you’re looking for a partner who combines expertise with a human approach, Joshua is an exceptional choice."
FAQs
- What is the All-Terrain Portfolio, and how does it work?
The All-Terrain Portfolio is a globally diversified, long-term investment strategy built around ETFs. It’s designed to perform across different economic environments: growth, inflation, recession, or deflation. By combining equities, commodities, precious metals, and cash, it aims to reduce volatility and preserve capital while steadily building wealth over time.
- What is Tactical Asset Allocation (T.A.A.), and when is it applied?
Tactical Asset Allocation is a dynamic strategy applied to the satellite portion of your portfolio. Using monthly quantitative analysis, we assess market conditions and adjust exposure accordingly. This adds flexibility and growth potential while keeping the core strategy stable and long-term focused.
- How is risk managed within your investment approach?
Risk management is central to our investment philosophy. We focus on structured diversification and disciplined decision-making. By combining a stable core with a flexible tactical layer, we help reduce drawdowns and support confident investing, especially in volatile markets.
Investing with Risk Management at the Core.
“The essence of investment management is the management of risk, not the management of returns.” - Benjamin Graham
Important Information
The content of this website is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any financial instrument. All investment strategies involve risk, including the potential loss of capital. Past performance is not indicative of future results. Carpe Momentum provides independent investment advisory services. Assets remain in your name and under your control at your chosen bank or broker. Advisory services are intended for Swiss residents or individuals with a Swiss banking relationship.
J Matta
Founder & Investment Advisor