Our key investment principles

Our investment framework is simple, yet modern and advanced. Financial markets are complex by nature. In order to succeed with your investment strategy it is important to focus on a few key principles and be rigid in implementing [executing] those consistently over time. read more

Transparency is important since it helps not only understanding what you do, but also it means that you can manoeuvre through challenging and volatile markets without loosing confidence it what you do. Compare this to driving a formula-1 car. As a driver you need to transparently understand what controls your speed, acceleration and slowdown.

Goal-based investing is at the heart of what we do. Its means that we are maximizing the probability of reaching a defined investment target, rather than simply maximizing your return or minimizing your portfolio risk. We do this by matching your individual risk-comfort-zone, i.e. the risk-profile that you feel comfortable with.

“Successful investing professionals are disciplined and consistent and they think a great deal about what they do and how they do it.”

Benjamin Graham

Educational Blog and Articles

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Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. We do not provide financial planning services to individual investors. There is no guarantee that the intended goal will be reached. Changes to inputs and other assumptions may affect your potential to reach the intended goal. For Illustrative purposes only. Not representative of any specific investment or account. Diversification and re-balancing strategies do not ensure a profit and do not protect against losses in declining markets. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.