About Carpe Momentum and Its Founder, Joshua Matta

Independent Swiss-based investment advisory with a risk-aware, long-term philosophy. Founded by Joshua Matta, Carpe Momentum helps professionals in Zug and across Switzerland invest with structure, clarity, and purpose.

Professional Affiliations and Credentials

As a licensed independent investment advisor in Switzerland, I maintain compliance with regulatory and educational standards through recognized affiliations and certifications.
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ARIF – Self-Regulatory Organization approved by FINMA for Swiss investment advisors
CMFC® – Chartered Mutual Fund Counselor designation from Kaplan Financial

Joshua Matta

I’m an independent investment advisor based in Switzerland, registered with ARIF (Association Romande des Intermédiaires Financiers) since 2024. With a Chartered Mutual Fund Counselor (CMFC®) certification from Kaplan Financial in the U.S., I specialize in creating structured, risk-aware investment strategies tailored for Swiss professionals and expats in Zug and across Switzerland. At Carpe Momentum, your investment portfolio remains fully under your name and control, at your own chosen bank. My role is to provide independent, unbiased recommendations and ongoing strategic guidance helping you invest confidently through market cycles.

Let’s Start with a Conversation

“Success is about smart risk management, not about wild risk taking.” - Michael Masterson