Our Investment Strategies for Beginner and Pros

what we offer

Marmot Plans

Marmot Easy

Starting from 10’000 CHF / EUR / USD

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Investment strategy with 9 different risk-return profiles

Online customer support with personal onboarding

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting

Membership in Marmot Community

ETFs

From 10'000 CHF/ EUR / USD

Management fee of 0.65% p.a.

Annual Management Fee of 1.0 - 0-8%

Marmot Premium

Starting from 100’000 CHF / EUR / USD

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Individual Investment strategy

Investment strategy with focus on sustainability / equality / best talents

Personal customer service

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Premium-Membership in Marmot Community

From 100'000 CHF/ EUR / USD

Management fee of 1.0 to 0.8% p.a.

Annual Management Fee of 1.0 - 0-8%

Marmot Select

Starting from 1M CHF / EUR / USD

Schedule a Consultation

Tailor-made investment strategies with criteria / restrictions according to own specifications

Personal CIO- Consulting

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Membership in Marmot Community

Select-Membership in Marmot Community

ETF and active funds

Management fee of 0.65% p.a.

from 1 Mio. CHF/ EUR / USD

Management fee of 0.8 to 0.4% p.a.

Institutional costs

Annual Management Fee of 1.0 - 0-8%

Pricing That Puts You First

Our Pricing Philosophy

Fair, tiered fee structure

Scaled fees that adjust with the size of your portfolio, ensuring value for every investor.

No Hidden Costs

No unexpected charges, no what you see is exactly what you pay.

Transparent Fees

No ambiguity or confusion - straightforward pricing so you know exactly what you’re paying for.

No proprietary products or commissions.

We offer truly impartial advice, with no ties to propreiatary products or external commissions.

Aligned interests - our success is tied to yours.

We earn more when your portfolio grows, aligning our focus entirely on maximizing your financial success.

Focused on Long-Term Growth

Our strategies are designed to build sustainable wealth, not chase fleeting trends.

Our pricing philosophy is rooted in transparency, fairness, and alignment with your goals. We believe wealth management should be straightforward, with no hidden costs or conflicts of interest. As an independent, fee-only advisor, we succeed only when your portfolio grows. By avoiding proprietary products or commissions, we focus solely  on maximizing your financial well-being.

Unlike most wealth managers, we are proud to offer actively managed portfolios starting at just $10,000. This approach empowers first-time investors to take charge of their financial future while giving back to the community by making professional wealth management accessible to  more people. Our tiered fee structure ensures exceptional value and personalized strategies, no matter the size of your portfolio.

We have successfully supported more than 350 women on their journey to financial independence.

We partner with women to achieve their financial goals, providing expert guidance and support every step of the way. From building a secure future to maximizing returns, we're here to help you take control of your investments.

Get in touch

Get in touch with us today

We will hep you maximize your money

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Simplifying Wealth Building for Women and Families

Marmot, a regulated independent wealth manager, has been providing financial advisory services on assets exceeding 1 billion CHF for over 10 years.

+41 43 508 42 70

hello@marmot.finance



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Our investment solutions & pricing
at a glance

Marmot Easy

Marmot Premium

Marmot Select

Not ready to invest yet?

What our clients say
about us.

Would you like to get in touch?

Share Marmot

Subscribe to Our Market Report

Marmot Plans

Marmot Easy

Marmot Premium

Marmot Select

Our Pricing Philosophy

Fair, tiered fee structure

No Hidden Costs

Transparent Fees

No proprietary products or commissions.

Aligned interests - our success is tied to yours.

Focused on Long-Term Growth

We have successfully supported more than 350 women on their journey to financial independence.

Get in touch with us today

Share Marmot

Our investment solutions & pricing at a glance

Marmot Easy

Marmot Premium

Marmot Select

Not ready to invest yet?

What our clients sayabout us.

Would you like to get in touch?

Share Marmot

Subscribe to Our Market Report

Marmot Plans

Marmot Easy

Marmot Premium

Marmot Select

Our Pricing Philosophy

Fair, tiered fee structure

No Hidden Costs

Transparent Fees

No proprietary products or commissions.

Aligned interests - our success is tied to yours.

Focused on Long-Term Growth

We have successfully supported more than 350 women on their journey to financial independence.

Get in touch with us today

Share Marmot

Our investment solutions & pricing
at a glance

What our clients say
about us.