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How exactly does findependent monitor my investment solution? (Rebalancing)

We always keep an eye on your investment solution, so you don't have to.

  • Weekly & Automatic: Every week, our system checks if the weighting of your asset classes (e.g. stocks or bonds) is still on track. If it deviates too much from the plan, we automatically rebalance it. This ensures that your risk level always matches your profile.

  • Bi-annually & Personal: Our investment committee of investment experts reviews all ETFs used twice a year and recommends replacing them if there are better or cheaper alternatives on the market. 

This is how we ensure your investment solution is always optimally configured for you.

No answer found?

Chat with our team

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

hello@findependent.ch

24/7

062 552 02 04

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

No answer found?

Chat with our team

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

hello@findependent.ch

24/7

062 552 02 04

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

No answer found?

Chat with our team

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

hello@findependent.ch

24/7

062 552 02 04

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

No answer found?

Chat with our team

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

hello@findependent.ch

24/7

062 552 02 04

Mon-Fri from 08:30 to 12:00
and from 13:00 to 17:30

Findependent AG is an account-holding securities firm authorised and supervised by the Swiss Financial Market Supervisory Authority FINMA.

The information on this website constitutes advertising for the financial services provided by findependent.

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English

ENGLISH

English

© Findependent AG 2026

Findependent AG is an account-holding securities firm authorised and supervised by the Swiss Financial Market Supervisory Authority FINMA.

The information on this website constitutes advertising for the financial services provided by findependent.

ENGLISH

English

© Findependent AG 2026

Findependent AG is an account-holding securities firm authorised and supervised by the Swiss Financial Market Supervisory Authority FINMA.

The information on this website constitutes advertising for the financial services provided by findependent.