Asset Management in Frankfurt, Wiesbaden, and Mainz.Your asset manager | Your asset advisory manager.
Your wishes, needs and goals are the starting point for us.
We have been active since 2003 and have been an accredited FinanzPlaner since 2012, and since 2014 we have been one of around 300 authorised fee-based financial investment advisors in Germany.
We advise and support individuals and small and medium-sized enterprises (SMEs).
For this reason, your investment advice or asset management with us does not start with products, but with you and your individual life planning.
We also work with you to develop your individual risk/return profile (incl. sustainability profile).
In our opinion, this individualisation and profiling is the decisive basis and therefore your fundamental strategy for everything that follows.
Based on this, you can achieve or permanently guarantee the achievement of your goals with the highest possible probability - with our holistic financial planning approach: financial planning is life planning.
At our offices in the Rheingau, Wiesbaden, Frankfurt and Mainz, or throughout Germany, we will be happy to work with you on your strategy and tactics and start where you are. Whether you want to maximise your assets with us:
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Build up
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Manage
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or also
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already want to ‘use’ directly.
Our financial planning approach:
We certainly have a clear opinion (philosophy)!
We also know that neither you nor we will see anything in a crystal ball that will help us in your investment advice or asset management in the long term.
For this reason, in addition to our clear opinion, we rely primarily on the market - and above all
and above all on the efficient use of science.
Science has been studying the market for centuries. We utilise this accumulated financial knowledge for you through our financial planning approach, in particular through continuously updated research results.
We don't speculate, we invest!
In addition, we attach particular importance to the current findings of behavioural finance.
This enables us to achieve your financial and asset plan goals with the highest possible probability and to guarantee their long-term fulfilment.
Above all, with the greatest possible efficiency:
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Investment efficiency
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Cost efficiency
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tax efficiency
but also
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behavioural efficiency
We are of course happy to advise and support you (throughout Germany) so that you have more time for the essentials - your life.
We strive for your financial happiness!
Are you interested or do you have any questions? We look forward to hearing from you!
* We are not a pure asset manager | BaFin licence | who acts independently for you on the basis of a strategy agreed with you.
We are asset management advisors, i.e. the final investment decision remains with you. We work with you to draw up your FinanzPlan | investment/asset plan and support you in implementing it - so that your decisions are realised in the market in the best possible way according to your wishes. In addition, we accompany you (if required).
Your Asset Management. | Our Principles.
Individuality.
We look after individuals,
i.e. you decide whether you want to start with a savings instalment
- build up assets -
or a one-off investment of e.g. over € 500,000 - already manage assets - and want to invest them for yourself.
Holism.
We are financial planners.
This means we assess your overall existing assets (holistically), both initially and on an ongoing basis, along with your life planning. For your investment planning/asset management, we also consider your human capital.
This contributes to greater efficiency and, above all, a higher likelihood of achieving your goals.
Risk/return profile.
Your individual risk/return profile is one of our central approaches.
Everyone wishes for the "perfect solution," but alongside this, we consider the questions:
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How much return do you desire?
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How much return do you need to achieve your goal?
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How much risk can you tolerate?
Sustainability.
Let us know your sustainability preferences and we will offer you customised sustainable investment opportunities.
You can make a conscious decision to support social or environmentally friendly projects and exclude those that do not meet your sustainability preferences.
Science.
In addition to the market and our opinion, we focus purely on the factor: science.
This is not only crucial for your financial and investment planning and your assets, but above all for their efficiency.
In our asset management, we only use what has been proven by science.
We don't speculate, we invest!
Digitality.
We are 100% digitalised.
This means we can work together in person, but also fully digitally - in your interests!
For your information:
With our own cloud and app, we offer our clients everything from the most secure digital communication to digital eSignatures.
