About Us

Our goal is to detect and prevent attacks to your company or business data.

We are an established our company based in Switzerland, Liechtenstein with a focus on merger and acquisition transactions involving medium-sized companies and the trading brokerage of inventory and real estate. We advise companies and their shareholders in situations where a modification of the ownership structure or a reorganization of the capital structure is required. Besides focusing on the classical growth countries, we are the pioneer European advisor with cross-cultural teams specialized particularly in cross-border transactions between Europe and other major financial centers.

The personal liability of the owners ensures strict risk management and a high level of management continuity. The high quality of the services we offer regularly scores high marks in various rankings. The desire to grow and develop without losing sight of our historical roots has made us what we are today. More than a company, we are an advisor and trusted partner addressing client needs thoughtfully, and respectfully, with knowledge and a broader view. Or to put it briefly, accountability is our guiding principle.

Our industry knowledge and international networks can give you the confidence to know you’re being connected with global companies interested in working with you. We always find the best solution you need.

Economy & References

As consultants and traders, we are concerned with the analysis, acquisition and sale, management, and brokerage of real estate and financial investments. We see ourselves as your competent advisors for asset growth and protection. In uncertain times, investors and advisors rely on strong custodians. Allegretto Invest has clearing relationships with major independent custody providers, all around the world.

You can’t predict the future, but you can certainly plan and work toward it. That’s why here at Allegretto Invest, we think it’s important to help you create wealth – and protect it, too. A well-rounded investment plan should include investments for growth and/or income, plus insurance to safeguard you, your family, or even your business, from the unexpected.

Our philosophy is built on the belief that not any one product or investment has the ability to lead someone to financial success. The secret is not in insurance, or the stock market success comes from being organized financially, being protected from things that could threaten stability, and effectively managing the cash that flows in and out of a person’s life every month. Allegretto Invest strategies challenge traditional financial thinking and block the delivery of unsafe financial products to our clients. We firmly believe that life happens whether you are ready for it or not. When you become a client of Allegretto Invest, we will help you proactively plan for your future by bringing clarity to your overall financial picture.

Our Mission

Our mission is to help individuals and corporations to determine and achieve their financial and fund raising goals through a comprehensive financial management process. Our role is that of an independent and trusted financial counselor, providing personalized service with uncompromising integrity.

Our Vision

Our vision is to enrich the lives of our clients and to have a positive impact on our community, profession, and workplace. By achieving this vision, we strive to become the best financial solutions firm – worldwide.

“Invest for the long haul. Don’t get too greedy and don’t get too scared.”

SHELBY M.C. DAVIS