Asset management
A good investment strategy is not a product but a plan: what return do you need, what fluctuations can you bear, when will you need the money? Your portfolio grows out of these answers – professionally monitored every day.
- Tailor-made, ETF-based investment solutions
- Equities, bonds, precious metals, liquidity
- Actively managed, far-sighted, transparent
Strategy before product
It does not start with “Which fund?” but with “What for?”. From your goals, your investment horizon and your risk tolerance we derive a target structure: equities, bonds, precious metals and liquidity in a ratio that fits you.
ETF-based and cost-efficient
Implementation relies mainly on ETFs and index funds: broadly diversified, transparent and with low running costs. Where active management adds demonstrable value, it is added selectively.
- Clear target structure and a documented investment policy
- Regular rebalancing instead of gut feeling
- Readable reporting – you always know what you own and why
- Tax aspects considered from the start
Actively managed means: someone is looking after it
Markets change, and so do lives. Your portfolio is monitored and adjusted continuously – in response to market movements as well as events in your life: buying property, an inheritance, retirement.
How we work together
Three steps, no small print. After each step you decide whether to continue.
Initial consultation
About 30 minutes, free of charge, in Stockach or by video call. We clarify your situation, your goals and what you expect from advice.
Analysis and recommendation
You receive a written evaluation with concrete, comprehensible recommendations – including costs, risks and alternatives.
Implementation and support
I implement with you what you have decided and stay at your side: through market movements as well as changes in your life.
Related areas
Private equity
Ownership in companies beyond the stock exchange.
- The most profitable asset class in the world
- Strong returns, high security – invest efficiently
- The best protection against inflation
Retirement planning
When your wealth should work for you.
- Recognise the pension gap, calculate needs honestly
- Turning wealth into income – planned, not hoped for
- Passing on what remains: succession with foresight
Let us talk about your wealth.
An initial consultation takes about 30 minutes, is non-binding and free of charge. In Stockach or by video call.