Mutual Funds
Due to the low-interest phase and inflation, leaving large sums of money on the bank account results in you inevitably losing money.
Savings belong to the past. Investments are the future.
Our clients enjoy the benefits and risk allocation of a worldwide investment portfolio, including the German market.
To develop an appropriate investment strategy, there are some parameters to take into consideration. Depending on your goals, the so-called magic triangle helps you to find the adequate middle. The angles of the triangle symbolize the parameters: interest (profitability), safety and liquidity. But that is not all. Depending on your own personal goals, you should know your risk profile and your investment horizon. These two additional parameters help you to decide which investment strategy achieves which goals of yours, such as liquidity reserve, equity for your property or education for your children.
My colleagues and I are particularly specialized in delivering personalized financial solutions for expats. If you are in need of support regarding asset planning, budget management and portfolio optimization (stock/rent/real estate mutual funds), please do not hesitate to contact any one of us.
Have you ever asked yourself any of the following questions?
✅ Budget planning (How do I invest my liquidity in the current low interest era?)
✅ Risk class allocation (How do I generate capital gains by choosing the adequate financial strategy?)
✅ Product recommendation (How do I choose financial products according to my risk class and quality criteria?)
Our expertise comprises:
- Developing a personalized strategy in order to generate passive income from capital gains.
- Generating profits with portfolio optimization.
- Capital Investments and Asset building.