Our focus is on company pension plans (bAV) and fee-based investment advice.
In the case of company pension plans, it is important to us that they are implemented in a legally compliant manner, which we achieve through a legal pension plan with
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detailed consulting documentation.
Furthermore, the focus in occupational pension schemes is on high-yield solutions for employees.
In fee-based investment consulting, we focus on the scientific investment approach of passive investing.
Our investment philosophy is based on findings from over 60 years of capital market research.
We are also happy to advise you on other tangible assets, such as precious metals.
In addition, we review your existing pension contracts, such as life and annuity insurance policies, for costs, returns and legal security.
Would you like more detailed information on any of these topics?
Then book an appointment now on our website or call us now at 06441/44 42 014.