Basis of any reputable investment is an in-debt analysis of your current financial situation: Therefor I refer all your current assets (cash, marketable securities, real estates, participations, etc.) and liabilities (loans, mortgages, other engagements). Based on this overall picture and analysis of your expected cash in- and –outflows of the next coming years I can make a first assignment of your assets in different classes, divided by risk categories. In a second step, I check out your resulted asset allocation including your personal risk profile (will be determined in a common survey).
The result of my work is a tailor-made investment strategy adapted to your life situation, said to be stable even in difficult financial market situations.