investment advice
OUR FINANCIAL MANAGEMENT
We meet even the most demanding requirements with a range of services. Your satisfaction is always our highest priority.
investment advice
We value an independent, customer-focused investment advice
- ie based on the investment objectives agreed with the clients
- tailored to your risk-bearing capacity become decisions prepared and
- implemented by the customer.
- Beyond the legal obligation monitor
we implement decisions and regularly re-evaluate investment objectives.
- Due to the high legal burden, we can only do this for investment amounts of 500,000 euros implement.
portfolio management
In cooperation with "Netfonds Financial Service GmbH" and "NFS Hamburger Vermögen GmbH - HHVM we support
- institutional and private investors.
- with individual management strategies We also advise on public and special funds.
- This
- provides access to almost all financial market products
- at extremely low cost with
- complete
- cost transparency
- we are complete
- independent
- from product providers & banks
- Asset management is also available to investors from
- 100T€
- representable.
Portfoliomonitoring
We analyse portfolios on a fee basis according to realistic risk simulations
on deviations in risk indicators and cash flow projections
- These analyses can be used to achieve significantly better target achievement
- However, we do not offer fee-based advice within the meaning of the German Banking Act (KWG).
Are you interested in our services? We are always here for you!
In order to provide you with the perfect solution, we need precise information about your requirements. Tell us what you are looking for and you will receive the best possible support.
