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Pricing Plans

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Robo-Advisor

Competitive pricing for self-starters based on the ETFs, starting with 10'000 CHF/EUR, launch in Q I 2022
  • Join our wait- list to start with our new investment-app with focus on women
  • You will have the chance to re-balance your portfolio with our quarterly portfolio review
  • Join our female investment community for sharing experiences and best practice
  • You will be the first to receive info about our launch in the first quarter of 2022

Analysis

Advisory fee CHF 465 as one-off
  • Pls upload docs in quiz or send via email to hello@marmot.finance
  • We will review your performance in relation to benchmarks and peer groups, costs as well as positions and transactions from the last 12 to 24 months.
  • We will then set up a video call or personal meeting (as preferred)
  • You receive infos, without any further obligations and no strings attached
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Wealth management

Friendly fee of 0.5 - 1.25 % management fee p.a. depending on investment amount, min. 100'000 CHF/EUR/USD
  • You have decided that you like to invest in accordance to our goal-based parameters
  • You decide about your custodian bank or we decide about the best custodian bank together
  • We discuss your risk-return profile and the goals that you like to invest along with
  • Marmot will receive a limited power of attorney to trade according to your investment goals
Qoute

“I wanted to set myself up properly as an expat in Zurich. Later I dream of owning my own business and for this goal I first need to build up passive income. Marmot proved to be the perfect match.”

Celine Goreng • Zurich
FAQ

Common Questions

What do you mean by goal based investing?
Marmot has flipped the boring and traditional approach to investing with a real-life, mission- based approach. Clients select personal financial goals such as buying a property, starting a compay, raising a family, and retiring well or travelling the world, among others. 

Marmot is unique in taking into account a woman’s longer lifespan and different salary curves, combined with her current financial situation, to construct highly customized investment portfolios for each of her goals.
 
Marmot’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors.
How do I permanently increase my return?
Timing is difficult and beating the market with the better stock selection as well.
“Chasing alpha” and “beating the market” don’t matter. Your goals do. So we focus on that.

Is Marmot only for Women?
Marmot was founded to help close the gender money gaps, but we welcome clients of all gender identities and expressions. Our digital investing platform uses gender-specific salary curves and longevity data to provide personalized recommendations and forecasts for your goals.

Request a personal consultation.

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Marmot is regulated in Switzerland as an independent asset manager.