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 Zurich, 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.
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 Zurich, Zug, and beyond. At Carpe Momentum, your investment portfolio remains fully under your control, at your own bank. My role is to provide independent, unbiased recommendations and ongoing strategic guidance—helping you invest confidently through market cycles.
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“Success is about smart risk management, not about wild risk taking.” - Michael Masterson