Tailored Investment Strategies for Professionals in Zurich & Zug
At Carpe Momentum, we offer independent, Swiss-based investment advisory services for professionals and expats who want more structure, control, and clarity in how they invest. Our approach focuses on risk-aware, long-term ETF strategies—combined with optional tactical flexibility based on data, not emotion. Whether your goals involve growth, capital preservation, or smart diversification beyond CHF-based assets, we guide you with a structured philosophy that puts risk first, always.
Our Approach
Structured, Risk-Aware, and Designed for You.
At Carpe Momentum, we focus on building investment strategies that prioritize stability, clarity, and long-term growth. Through a disciplined asset allocation approach and a strong foundation in risk management, we help clients invest with confidence—whether you’re seeking capital preservation, long-term wealth building, or a more adaptable portfolio strategy.
The All-Terrain Portfolio (ATP)
Our core strategy designed for long-term resilience. The ATP is globally diversified across equities, precious metals, commodities, energy, and cash—excluding bonds. It follows a disciplined, buy-and-hold approach to help reduce volatility and support steady growth across economic environments.
Tactical Asset Allocation (TAA)
A flexible, satellite strategy guided by monthly quantitative analysis. TAA allows for dynamic shifts in asset allocation based on market conditions—helping capture upside opportunities or reduce risk when needed. It’s entirely optional and always adapted to each client’s risk profile, making your portfolio more responsive without compromising long-term structure.
Independent & Transparent Advisory
At Carpe Momentum, your assets remain in your name, in your chosen bank or brokerage account. We do not manage your money directly—instead, we provide personalized, data-driven investment recommendations aligned with your goals, constraints, and risk tolerance. You stay fully in control, while we serve as your strategic guide.
Our Offering
Independent Investment Strategies That Balance Structure and Flexibility.
- Structured Core Portfolio for Long-Term Resilience
Our All-Terrain Portfolio is globally diversified across equities, cash, commodities, and real assets—deliberately excluding bonds. It follows a disciplined, buy-and-hold approach to help reduce volatility and build wealth through market cycles.
- Tactical Allocation Guided by Data, Not Emotion
Our Tactical Asset Allocation strategy uses monthly quantitative analysis to assess market conditions. Depending on momentum and risk signals, we may recommend entering or exiting specific satellite positions—helping you stay adaptable while avoiding emotional decision-making.
- Independent Guidance with Full Client Control
You remain in charge—your assets stay in your name, held at your preferred Swiss bank or brokerage. We provide personalized investment recommendations based on your goals, constraints, and risk profile. No hidden agendas, no product pushing—just transparent advice.
Ready to Invest with Confidence and Clarity?.
“Our goal as investors: to increase wealth by mitigating risk.” - Mark Spitznagel