VISION AND PURPOSE
With over a decade of experience within the financial industry, Qortex helps clients improve their financial decision-making by providing
- financial coaching resp. mentoring depending on client needs and objectives
- know-how and customised financial education
- independent support for investment due-diligence
The name Qortex is inspired by the Cerebral Cortex, a portion of our brain that is critically involved in several activties among which decision-making and conciousness.
How does Qortex distinguish itself? Primarily by
- being free and independent
- taking a holistic approach to a client’s goals, problems and situation
- taking clients’ interests seriously, rather than taking itself too seriously
SERVICES
FINANCIAL & INVESTMENT COACHING
for better financial decisions, empowering you to be in control of your own financial situation and managing also the psychological aspects of financial decision-making.
INVESTMENT ADVISORY & DUE DILIGENCE
to support you in all your investment decisions, with the personalised service you deserve, at fair and transparent prices. Investment advisory is currently offered only to Swiss clients.
EDUCATION & TRAINING
to understand financial products and solutions, allowing you to make conscious and informed choices.
COST & PROCESS OPTIMISATION
to reduce your costs and control your financial risks, from your investment portfolio to your retirement planning.
APPLICATIONS
Some examples of areas where Qortex supports you:
DECISION-MAKING
>>> Coaching for (financial) decision-making
MANAGING RISKS
>>> Developing frameworks and mindsets to effectively manage risks and opportunities
INVESTMENT PROCESS
>>> Optimising data and processes to match your competitive edge
PERSONAL FINANCES
>>> Planning for the future. Holistically.
CONTACT
Looking forward to your requests and inquiries:
Ich freue mich auf Ihre Kontaktaufnahme und Fragen:
Per qualsiasi domanda o richiesta:
Estaré encantado de conocerle y ayudarle:
Qortex GmbH
Impact Hub Zürich, Sihlquai 131, 8005 Zürich
EMAIL: info@qortex.ch
PHONE: +41 44 5868439
Stefano Charrey
© Qortex GmbH, 2021