As an investment beginner, I was faced with the challenge of planning my future financially for the long term and investing part of my resources without any prior knowledge ("my first securities account" ;-)), so I resorted to the support of a professional advisor.
I came across Mr. Scheve through a personal recommendation.
I decided to have a one-time retirement planning and investment consulting, which primarily included setting up a new securities account.
All this happened at a difficult time, namely in parallel with the escalation in the crisis year 2022, marked by Ukraine war, inflation, economic crisis. Not an easy situation.
In both consultations, Mr. Scheve dealt very sensitively and competently with my individual financial situation, which set relatively tight limits on my planning. I felt well advised according to my personal needs (risk tolerance, expected return).
Mr. Scheve advised me on a broadly diversified portfolio that would also meet my security needs.
I was always informed about possible risks of one or the other fund.
I not only felt that I was being taken by the hand in a professional manner, but also that I was being well looked after on an interpersonal level. I found the information discussions to be trusting and detailed.
What was very important to me was that at no time did I have the impression that there was a tendency toward one of Mr. Scheve's preferred directions during the consultation. Rather: Advantages and disadvantages of the respective options were patiently explained and presented to me for my own consideration.
I can recommend Mr. Scheve with a clear conscience.
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