SUNDQUIST ADVISORY Sàrl is an asset management consultancy that delivers highly customised, actionable solutions covering: * Investment advisory to private and institutional investors * Management consulting to small and mid-size enterprises Founded by Phillip Sundquist a c30year advisor and confidant to private and institutional investors. Phillip also resides on the Board of CFA Society Switzerland maintaining both his knowledge currency and reputational credibility to the profession. Additionally, Phillip resides as a Member of Executive Committee of the American International Club of Geneva and as a Member of the CFA Institute Annual Conference Advisory Group. SUNDQUIST ADVISORY Sàrl is a Swiss limited liability company located on the shores of Lake Geneva in Nyon, Switzerland. Message from the Founder: Managing a business or organization is like mountaineering. Reaching the summit requires the right combination of planning, resources and execution. Entrepreneurs and managers must confront this reality on a daily basis. I have lived my business philosophy throughout my entire professional career in investment management and finance on both sides of the Atlantic and as founder of SUNDQUIST ADVISORY, an asset management consultancy based in Nyon, Switzerland. To learn more about our investment advisory and management consulting services, visit us at sundquistadvisory.com.
