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GREEN PORTFOLIOS USING ETFS

Secure Wealth Management: Green investment portfolios and expert advice

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elcome to Secure Wealth Management (SWM), the specialists in Green investment portfolios using ETFs (Exchange Traded Funds). Also known as an ESG (“Environmental, Social, Governance”) approach, we believe that this is the only way to invest in today’s world. It is also proven to improve portfolio performance. We are in our eigth year of successfully running our ETF portfolios.

With Secure Wealth and our ESG portfolios, you can benefit from a low-cost, highly liquid portfolio solution together with advice from an experienced professional. And all of this at a substantially lower cost than you would pay with a traditional bank or financial adviser setup.

We combine elements of a low-cost Robo adviser with advice from an experienced professional.

If you are looking for a fresh, new approach to managing wealth for yourself and your family, you need look no further. Contact us today to learn more about our Green / ESG portfolios.

Secure Wealth Management is a member of several internationally-recognised bodies, including the SAAM Swiss Association of Asset Managers

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  • “I believe that, in today's world, Green / ESG portfolios are a must for every investor.”

    James Dougall Managing Director, Secure Wealth Management

LOW-COST ETF INVESTING

Using ETFs, we can construct a low-cost, globally-diversified portfolio to exactly match your risk profile. This is highly cost-effective compared with traditional investment products.

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PERSONALISED ETFs

Are you ready to join the future of investing? Secure Wealth Management will accompany you with personalised service. Our advisers will help you select the best ETF portfolios for your needs.

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THE ETF EXPERTS

We provide a simple, transparent ETF investment service. Five professionals, with over 90 years of experience, manage your investment strategy and select the best ETFs available.

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5 ETF PORTFOLIO SOLUTIONS

Looking to invest efficiently? Our actively managed portfolios of ETFs offer the ideal solution. Secure Wealth Management offers 5 ETF portfolios, one for every risk appetite.

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SECURE WEALTH MANAGEMENT IN FIGURES

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Ready to join the future of investing?

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A team of experts

100% dedicated to looking after your investments and growing your wealth