Our Company

Lugano Financial Advisors is an independent asset management company which primarily addresses persons subject to U.S. Taxation. It is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA)

We offer our services to American citizens and their families, independent asset managers as well as public and private banks.  

Our relationships with US investors and banks, keep us current and up to date on all US regulatory and legislative changes. Our asset management is characterized by a diversification of currency, region and financial sectors.

We offer our client transparent, disciplined and precise investment strategies by integrating the American aspects of tax requirements and SEC regulations from the beginning; assuring the client a professional, balanced and intelligent management style.