In contrast to classic, purely monetary asset management, we understand asset structuring as an elementary component of comprehensive life planning. Always in line with your very own, individual goals and ideas. With this planning we want to accompany you trustingly and reliably to the best of our knowledge and belief.
As an active partner who is always at your side for dialogue and who always has an open ear for your wishes. Our goal is not your short-term profit, but your long-term satisfaction. We focus on security and flexibility when setting up our customer depots. These values pay off in the current time of crisis and offer enough room for maneuver to buy more when the markets are low.
Very important: We are not a bank and we do not have our own investment products. We are exclusively an independent investment advisor who designs asset accumulation and thus the future for and with clients. We will inform you about the best ways and possibilities for a successful capital accumulation and help you with every step. We look forward to the common path.
In addition to the performance of the respective investment strategy, low fees are the decisive criterion for the overall success of your investment. Here, too, we are setting new standards as an independent asset manager: there is no front-end load that is customary in the industry when buying fund units with us. Depending on the product , you save up to 5 percent and more of the investment amount, benefit from a higher return, a stronger compound interest effect and greater flexibility.
In addition, as our customer, you can look forward to an extremely low annual service fee of only 0.5 percent of the current deposit value (plus VAT). We take this fee for our asset management pro rata quarterly from your custody account. Compare for yourself how attractive our prices are compared to traditional asset managers.