9AT: STRATEGIC SWISS ADVISORS AG

STRATEGIC SWISS ADVISORS AG

STRATEGIC SWISS ADVISORS AG

STRATEGIC SWISS ADVISORS SARL

Adviser Profile

As of Date	07/15/2026
Registration	SEC, Approved, 11/01/2013
ADV Location	WOLLERAU, Switzerland
Contact Info	+41 xxxxxxx
Websites

AUM^*	219,966,617 373%
of that, discretionary	219,966,617 373%
Number of Employees	3 200%
of those in investment advisory functions	3 200%
Private Fund GAV^*	0
Avg Account Size	43,993,323 563%
% High Net Worth	100.00% 500%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

220M 189M 157M 126M 94M 63M 31M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Strategic Swiss Advisors Sarl. is a Swiss limited liability company that was founded in 2013. We are an SEC registered investment adviser (“RIA”) with our principal place of business in Geneva, Switzerland. Our shareholders are Mr Maksymec (20%) and Ms Marin Forrer (80%). Our Directors are Mr Maksymec, Ms Marin Forrer and Markus Angst of Aquila Ltd. (Aquila”), a Zurich‐based external asset manager platform and bank, and a Related Person. Ms Marin Forrer is now our CEO and CCO. We are affiliated with Aquila Ltd (“Aquila”), with whom we have a Franchise Agreement (“Aquila Agreement”) for the provision of certain non‐advisory services. We are an applicant for FINMA license. Our Related Persons are named in Form ADV Part 1 Schedule D Section 7.A. and discussed in Item 10. Our clients benefit from the following:
• bespoke discretionary investment management;
• access to a globally diversified investment universe;
• ability to hold different currencies for diversification from the U.S. dollar;
• the availability of custodian

banks with IT platforms that allow multi‐currency portfolios, risk management techniques and tax reporting including statements of realized gains and losses in multiple base currencies and FBAR forms. We provide only discretionary investment management services. Through personal discussions in which investment goals and objectives based on a client’s circumstances are established, we develop a personal investment policy and create and manage a portfolio based on that policy. During our data‐gathering process, we outline a portfolio to manage giving effect to the client’s reference currency, investments objectives, restrictions and risk tolerance. Our strategies, method of investment and the investments that we purchase or sell for clients are detailed in Item 8, below. We do not solicit or take U.S. client orders to buy or sell securities. We do not sponsor or manage a wrap fee program. We do not select custodians to hold Assets. As of the date of this Brochure, we managed US$ 45,373,902 of client assets on a discretionary basis.

STRATEGIC SWISS ADVISORS AG

STRATEGIC SWISS ADVISORS AG

STRATEGIC SWISS ADVISORS SARL

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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STRATEGIC SWISS ADVISORS AG STRATEGIC SWISS ADVISORS AG STRATEGIC SWISS ADVISORS SARL

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

STRATEGIC SWISS ADVISORS AG

STRATEGIC SWISS ADVISORS AG

STRATEGIC SWISS ADVISORS SARL