Our special portfolio management results from the years of deep experience of our team and the creative thinking of the young junior managers. This is also reflected in regular awards and mentions by renowned magazines or platforms.
Overview customer segment
Fund of Funds Manager
Pension Funds & Provident Funds
Sparkassen & Volksbanken (german banks) (Depot-A & Depot B)
Foundations & NGOs
free financial brokers
Company & Associations
This is what distinguishes our portfolio management:
This investment strategy invests on a broadly diversified basis and is used in particular for modern retirement provision. The focus is on global investments in equities, bonds and commodities to ensure attractive and stable performance.
This investment pursues strategic risk limitation through futures contracts. For this purpose, a defined budget is reallocated to a special asset separate from the portfolio. Risk management bases its hedging decisions on previously defined risk ratios.
Value protection can have different initial situations as the ground load for individual investment approaches: Solutions for pension schemes, consistent returns to cover benefit obligations, funding of pension commitments and investments of free capital. The basis of value protection are customized and rule-based asset allocations.
This investment strategy is not based on a benchmark, but is measured only by the requirement to never suffer losses. The goal is to be able to take profits within the shortest possible time and thus generate high returns, whereby interim price fluctuations are to be expected.
01 Increase in value
02 Value creation
Identification of growth sectors and shares with potential for increasing enterprise value
Value is created through high earning power (cash flow return, return on equity)