We create added value with a wide range of services for your assets
We develop investment concepts that are individually tailored to your goals and wishes. Since we provide advice independently of financial institutions, there are no conflicts of interest with, for example, existing in-house product offerings.
...
As a fee-based advisor, we only work on a fee basis and you receive discounts of up to 100% on the issue surcharge and the retrocessions / sales commissions from the management fee are credited to you.
In addition to the fixed fee model, we also offer a model with a performance-based component.
Our custody services
-Cost-free portfolio check (analysis of existing portfolios)
-Development of individual investment strategies and concepts
-Extensive discussion of the developed investment strategies
-Regular investment recommendations
-Continuous monitoring of client portfolios
-Prompt suggestions for changes
-Free 2nd opinion service
Advisory services
-Savings plans
-one-time investments
