Cepinvest Sa is an adviser based in Roveredo. It manages $1.45 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001.
Cepinvest provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cepinvest Sa is $1.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cepinvest Sa for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Cepinvest Sa is owned by Giorgio Ronchi. Heinz Schlumpf joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cepinvest Sa performs its advisory services is located at Al Mott 111, Roveredo, Ch 6535, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +41-91-600-2060 or by fax +41-91-600-2063. The normal business hours are 9am to 6pm on Monday - Friday. You can find more information about the New York firm at cepinvest.com.