Managed Portfolio

Invest effortlessly in crypto based on your risk profile and goals.

Explore SwissBorg's dynamic crypto investment strategies based on your risk profile, and goals, that automatically reallocate your portfolio based on market conditions.


What makes Managed Portfolios unique?

Dynamic allocation

Dynamic Allocation

Your crypto portfolio adjusts automatically based on SwissBorg’s advanced Risk On/Off and Booster signals, maximising returns while minimising risks.


Investors profile

Expert Oversight

SwissBorg’s investment team ensures that portfolios are optimised through frequent reallocation, reflecting market trends and your personal risk profile.


Tailored for everyone

Tailored for Everyone

From conservative investors to high-risk seekers, Managed Portfolios provide options to fit different risk appetites and investment goals.

Why choose Managed Portfolios?

Hassle-Free Crypto Investing

Hassle-Free Crypto Investing

SwissBorg takes care of everything, from market analysis to portfolio adjustments, so you can focus on your financial goals.


Protection in downturns

Protection in Downturns

Portfolios automatically shift focus to stable assets during bearish markets, protecting your investments from excessive losses.

Transparent tracking

Transparent Tracking

Access clear, regular updates on your portfolio’s performance and allocations, ensuring you stay informed every step of the way.

What are the different Investor Profiles?

Investor Profiles

SwissBorg offers four distinct investor profiles: Conservative, Moderate, Growth, and Aggressive.

Your investor profile will be determined through a quick Investor Profile Assessment when you first access the Managed Portfolio marketplace in the SwissBorg app. Based on your unique profile, we’ll recommend the most suitable Managed Portfolio tailored to your investment goals and risk tolerance.

SwissBorg provides three Managed Portfolios, each designed to align with specific risk levels and investment objectives:
mod
Moderate

Ideal for stable growth seekers: a balanced portfolio with moderate risk, steady returns, and minimised drawdowns.

mod
Growth

Designed for investors seeking higher returns through increased exposure while carefully managing volatility.

mod
Aggressive

Built for investors seeking high risk, high reward, with a focus on high-performing crypto assets while adapting to market conditions.

Frequently asked questions

How to get started?

Download the SwissBorg App.

Access Managed Portfolios through the "Invest" tab.

Complete the Investor Profile Assessment to unlock your tailored portfolio.

Application screen for Managed portfolio