SIGI Presentation Build your financial fortress 2015

«BUILD YOUR FINANCIAL FORTRESS»Combining International Investments and Asset Protection

Our Company

• Swiss investment management company• Truly independent – 100% management owned• Focus on serving US clients (protect and grow capital long‐term)• Registered Investment Advisor (RIA)

United States ‐ Securities and Exchange Commission (SEC) Switzerland ‐ Financial Services Standards Association (VQF SRO) under Financial 

Market Supervisory Authority (FINMA) 

• ‘Global Macro’ manager – True international focus• Experienced Swiss‐American team• Global expertise and partner network• Compliant private banking partners for US clients• Offices located in Zurich, Switzerland

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Services Offered

• Personalized advisory• Global investment & banking consulting• Client specific solutions

Independent investment advice Holistic ‘Family Office’ style support Professional partners network support

• Active global investment management Management of risk and return Balanced asset protection and growth

• Transparentmanagement reporting Daily online reporting access and regular client updates

• Fixed fee discretionary management Simple declining fee scale

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TWO SIMPLE FACTS AND TWO SIMPLE QUESTIONS

• Only about 35% of global investment opportunities are in U.S. markets and that percentage is shrinking, does it make sense to allocate capital to global investments opportunities?

Answer: YES

• Litigious Society; the risk of getting sued in the U.S. for just about anything is by far the highest in the world. Does it make sense to have some very strong asset protection in place?

Answer: YES

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Why Global Wealth Management?

• Benefit from global investment opportunities• Protect your assets, if possible offshore outside of the U.S.• Diversify banking counterparty risk• Reduce exposure to U.S. Dollar• Get a global view / big picture view from a global investment expert• Protect privacy with a more discrete setup• Planning for the next generation• Foreign banks also accept US domestic trusts and corporation

And last but not least…The timing to diversify internationally has become highly attractive due to the recent recovery of the U.S. Dollar

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Why non USD diversification?

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Despite the recent recovery; the U.S. Dollar has been in decline for more than 30 years.

Why non USD diversifcation now?

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International investments are starting to catch up in terms of performance and…

Why non USD diversifcation now (2)

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The Dollar is at a turnaround point and will likely weaken from here.

BUILD YOUR FINANCIAL FORTRESS

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Clients & Swiss InfinityWe are offering a global wealth management service and combine investments and asset protection and help building your “Financial Fortress”

Swiss Infinity with Estate /Tax Planners and Clients• Create turnkey solutions• Coordinate work with various experts

• Manage global investments with a US or international custody solution

• Setup international bank accounts• Provide ongoing financial/investment advice

• Online investment reporting

Global Wealth 

Management

Investment

Tax

Custody

Legal

Our Global Macro Strategy

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Disclosure: The model is an actively managed portfolio that tracks our investment decisions. It is not actually invested. The model was developed by one of Swiss Infinity’s managing partners and has been utilized at a previous company. The history includes an original period of back-testing and some history of work done by the managers at their previous company. Client portfolios are defined based on the model at start but may differ from the model.

«Tracking ‘Big Picture’ global economic changes to identify risks & potential rewards»

• Truly global strategy• Actively managed• Portfolio approach – exploit asset differences and control risk

• Traditional and non‐traditional investments bonds, equities, alternatives, currencies

• Diversification – regions, currency, industries etc.

• Monitor & control

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GlobalMacroBalanced

MSCI WorldIndex

Where we invest 

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«Tracking ‘Big Picture’ global economic changes to identify risks & potential rewards»

• Premium hospital chain in Asia

• Medical equipment maker in New Zealand

• Senior living homes with integrated healthcare AU/NZ

• The world’s leading cosmetics company

• Swiss based producer of hearing aids

• Leading electricity grid / Power product  company

• Water/agriculture companies

Our Turnkey Solution / Financial FortressSwiss Infinity’s global wealth management service package gives you the following benefits: 

Improve investment performance and diversification by taking advantage of global investment opportunities

Build a partnership with a global investment firm and get personalized service and investment advice 

Protect your assets/investments with strong asset protection (Domestic and/or International

Get an offshore bank account with one of our premium banking partners Get a detailed online investment reporting service “Family office” like client service, we help you in any way we can Add on services (Gold/Silver, IRA, etc.) Premium service package (pricing between 0.7% and 1.2% of NAV only per year)

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Let us create a «WIN‐WIN» situation together• Start building your financial fortress by signing up for a free consultation• Improve investment results, diversification and asset protection in one step• Make use of the timing opportunity (expensive Dollar; expensive U.S. markets, 

attractively priced international investments• Build a customize plan for you and combine international investments and asset 

protection and get personalized advice from our consultants• Visit our website for more details: www.swissinfinity.ch• or write to us:  [email protected]; [email protected]

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THANK YOU VERY MUCH FOR YOUR ATTENTION AND LET US START BUILDING YOUR FINANCIAL 

FORTRESS TODAY! «You miss 100% of the shotsyou don’t take.»     

Wayne Gretzky

Contact usGartenstrasse, CH‐8001 Zürich

SwitzerlandTel +41 44 200 2310Fax +41 44 200 2319

[email protected] / www.swissinfinity.ch

Disclosure: Swiss Infinity is an investment advisor registered in Switzerland and in the United States. The goal of these registrations is to protect investment clients.This is facilitated by oversight and by mandating investment advisors to provide clear and transparent disclosure of details deemed critical to an investment client’sselecting and monitoring of an advisor. Swiss Infinity will always strive to put the interests of clients first and to pursue success for clients in a conscientious andprudent manner. To this end we are pleased to have secured registered investment advisor status to illustrate our commitment to our clients and to be able to furtherincrease our efforts to support the development of our professional partnership with our clients. We invite you to contact us with any questions you may have aboutour firm. Additional information about Swiss Infinity Global Investments GmbH is available on the SEC’s website at www.adviserinfo.sec.gov Registration with theUnited States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.