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Our deposit check 

During a securities account check, we check your securities account as follows:

1. Data collection

  • Presentation of your securities account statements with the individual securities
  • Create a general overview

2. Analysis

  • Calculation of the historical returns & the risk of the investment funds
  • Comparison with the benchmark
  • Examination of the correlative interactions of the individual investments

3. Optimization

  • Optimization proposal through access to over 20,000 mutual funds + ETFs.
  • Reduce risk while increasing returns

4. Realization & Support

  • Assumption of risk monitoring
  • Regular portfolio review
  • Monthly asset overview
  • Detailed quarterly report
  • Entry via direct login at the custodian bank

Have your securities account checked free of charge now!

 

Simply contact us without obligation.