investment advisory
rule-governed, robust & transparent

effected with

an in-house workbench developed for digital processing of trading algorithms, money management and trade execution.

Free Consultation

Investment Solutions

are implemented through a broker-neutral platform for a deep analysis and better trading.
6 reasons to use this desktop client:

Lots of specific trading functions, individual trading workspace, broker-independent development team, multi-asset trading via a single platform, various synchronous data providers and an open API (Visual Studio connect)

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Our framework gives access to sophisticated rule-based investment techniques. Our approach to successful preserving and enhancing wealth in a transparent manner is rooted in the following core objectives:

Single Market Studies

Proven and modern filtering methods enable the estimation of quotes and the inference of forecast model parameters to make a statement in short term about volatility, false break-outs and minor retracements.

Trading Rule Definitions

From filtered output of quotes and model parameters conclusions can be drown about the trend of the timeseries (up trend, down trend, neutral). A switch in trends generates a reliable entry signal. “Stop loss limits” are used as a downside protection strategy against significant losses.

Process Implementation

Investors lose more money on their losing trades than they make on their winning trades, but we want to act right – “do more of what is working and less of what is not”.

Algorithm Deployment

The go live decision for a trading program is subject to a series of criteria used to back-testing results: risk-adjusted profitability, downside protection, robustness of results

Principals

Integrity

We act according to the highest principles of integrity through all our interactions with stakeholders. Our investment decisions are made on evidence-based research.

Consistency

We are committed to rule-based investing and apply a predefined systematic development approach.

Rigorous analysis

We deal with a complex and unpredictable environment. Our trading and money management rules are the result of market studies and research back-tested on more than a decade of price data.

Transparency

We always advise our clients in the best possible way and offer best-in-class service across the board. Our models are proprietary, but we are committed to the highest principles of transparency.

Get In Touch

  • Address Provifin - Wealth Management AG
    Bodmerstrasse 5
    8002 Zurich
  • Email info@provifin.com
  • Phone +41 43 811 33 00