Mutual Funds
Because interest rates are very low and inflation (this means prices are going up), keeping a lot of money in your bank account will cause you to lose money over time.
Saving money like before is no longer enough today. Putting your money into investments is the best way to protect and grow it for the future.
Our clients get the advantages and spread of risks from an investment portfolio that includes the whole world, also the German market.
To create a good investment plan, you need to think about some important factors. Depending on your goals, the so-called magic triangle helps you find the right balance. The magic triangle is a simple way to look at three important parts of investing: safety (keeping your money safe), return (how much money you can earn), and liquidity (how quickly you can use your money). The points of the triangle stand for three important parts: interest (this means how much profit you can make), safety (keeping your money safe), and liquidity (how easily you can get your money when you need it). But there is more to consider. Depending on your personal goals, you should understand your risk profile (how much risk you are willing to take) and your investment horizon (how long you plan to keep your money invested). These two extra factors help you choose the right investment plan to reach your goals, like having money ready for emergencies, saving to buy a house, or paying for your children’s education.
My colleagues and I are especially skilled in providing personalized financial advice for people living in a different country than their home country (called expats). If you need help with planning your money, managing your budget, or improving your investment portfolio (this means your mix of stocks, bonds, and real estate funds), please feel free to contact any 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.