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Wealth management

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.
Very important: We are not a bank and we do not have our own investment products. We are exclusively an independent consultant who designs asset accumulation and thus the future for and with his 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.

Investing shouldn’t be a game of chance. And not a book with seven seals. We focus on transparency and simple design options. We therefore largely rely on investment funds for our investment recommendations. For this purpose, we subject all of the more than 10,000 investment funds currently approved on the market to our own quantitative and qualitative analysis. This also includes the ratings of renowned rating agencies, among other things. The result is a continuously optimized selection of top funds from the areas of stocks, bonds, real estate and money market. For our investment recommendation, we now select those funds that best match your risk-benefit profile.

Very important: We are neither a bank nor an insurance company. We are independent investment advisors who want to shape assets and thus the future for and with their clients. We therefore provide independent and transparent information about the best ways and possibilities for a successful capital build-up and help our clients with every step.

 

Only those who are independent can make their own decisions.

In-depth advice and an intensive dialogue between investors and asset managers are the basis of every successful capital investment. Only when we know you, your needs and wishes, when our experts can put themselves in your position, will you achieve optimal results with your investment. After our discussions, we will work out an individual risk-benefit profile for you in the next step, in which various customer parameters are incorporated. You benefit from our many years of experience in combination with the latest computer and analysis technology.

All relevant information is taken into account according to a defined weighting – the result reflects your very own investment requirements.

Investing shouldn’t be a game of chance. And not a book with seven seals. We focus on transparency and simple design options – in the interests of our customers. We therefore only rely on investment funds for our investment recommendations. Not for any, but for the best. For this purpose, we subject all of the more than 10,000 investment funds currently approved on the market to our own quantitative and qualitative analysis. This also includes the ratings of renowned rating agencies, among other things.

The end result is a continuously optimized selection of top funds from the areas of stocks, bonds, real estate and money market. From these, we will now select those for our investment recommendation that best match your risk-benefit profile.

 

 

 

 

No subscription fee. Only 0.5% service fee.

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: when buying fund units with us, there is no frontend load that is customary in the industry . 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.

Our sample portfolios

The financial markets are constantly developing and changing. In addition, the volatility of the financial markets has generally increased in recent years. The management of your own assets has become much more complex and makes it impossible for borrowers to manage their finances professionally.

Wir stellen uns deshalb als unabhängiger Partner an Ihre Seite und finden die passenden Lösungen für Ihren Vermögensaufbau. Gemeinsam mit Ihnen erstellen wir eine individuelle Anlagestrategie gemäß Ihrem Investmentprofil und wählen danach die richtige Anlageportfolio für Sie aus.

Wir kennen die Lebenslagen unserer Kunden und wissen, dass die Flexibilität einer Geldanlage eine hohe Priorität bei den meisten Menschen einräumt. Wir haben deshalb unsere Portfolios mit einem ausgewogenen Verhältnis an Flexibilität, Sicherheit und Rendite ausgearbeitet. Nachfolgend finden Sie einige Beispielportfolios von uns.

SicherheitKonservativWachstumAltersvorsorgeZukunft

Langfristiges Portfolio (Wachstum)

 

Diese Depot focusiert sich auf die Erzielung von überdurchschnittlichen Renditen und versucht trotz höherem Risiko, Verluste zu begrenzen. Dieser Ansatz eignet sich vor allem für langfristig orientierte Anleger mit höheren Renditeansprüchen.

Durchschnittliche Performance (seit 2005):   7,89% pro Jahr
Durchschnittliche Volatilität:   6,32%
Empfohlener Mindest-Anlagehorizont:   5-7 Jahre

Falsches Sparverhalten

Laut vielen Studien sparen ein Großteil der deutschen Bevölkerung falsch und lassen sich jährlich Milliarden an Rendite entgehen. Die beliebtesten Sparformen sind das Sparbuch oder Tagesgeldkonten, obwohl diese kaum noch Zinsen versprechen. Erschreckend ist, dass so die meisten Deutschen weniger Rendite auf Ihr Sparguthaben erhalten, als die Höhe der Inflation. Wir zeigen unsere Kunden deshalb Alternativen zu den klassischen Anlageformen auf und beantworten alle Fragen rund um die Themen Vermögensaufbau, Aktien, Beteiligungen, Fonds und Zertifikate.

 

Geldanlage in Unternehmen

16

Nur 16% der Deutschen investieren in Aktien oder Investmentfonds.

Sparverhalten der Deutschen

74

74% der Deutschen erhalten in ihrer bisherigen Geldanlage weniger Rendite als die Höhe der Inflation

Unsere Unabhängigkeit ist Ihre Freiheit.

Unsere Mission ist es Jedem ein professionelles und individuelles Vermögensmanagement zu ermöglichen.

Unser Services

  • Transparente Beratung
  • Professionelle Fondsauswahl
  • Fortlaufende Optimierung

Dank unserer Unabhängigkeit genießen Sie das gute Gefühl, stets objektiv beraten zu sein. Unsere Anlageempfehlungen als ihr Vermögensgestalter orientieren sich ausschließlich an der Wertentwicklung Ihres Kapitals. So haben Sie beispielsweise die Möglichkeit, Ihr Depot jederzeit kostenneutral an veränderte Lebensumstände anzupassen.

Gerne zeigen wir Ihnen, wie Sie mit intelligentem Anlagemanagement Ihre Rendite steigern und gleichzeitig Ihr Risiko minimieren können.

Jetzt beraten lassen