Advisory
Investment guidance built on the LAPIS Way
Our Advisory service brings the LAPIS Way into your own portfolio, with clear, rule-based frameworks guiding every decision.
Advisory for retail
Analytical support. Our LAPIS Analyses provide a clear, rule-based framework to support your investment decisions.
Shared decisions. We present investment opportunities and discuss them with you. You decide which ideas to implement and when trades are executed.
Full control. You remain fully in control of your portfolio while benefiting from our research, LAPIS Analytics and experience for disciplined guidance.
Advisory for institutional
LAPIS Analyses. Institutions can integrate our Analyses into their investment offering.
White-label solutions. Our models can be used as portfolio frameworks under a partner’s own brand.
Funds & AMCs. Strategies can also be implemented through dedicated Funds or Actively Managed Certificates.
Looking for structured investment guidance?
Discover how you can benefit from our LAPIS Analyses and Advisory offering for rule-based investment decisions.