Independent fee-based advice for financial investments

The path to your secure financial future begins now.

Independent fee-based advice for financial investments

We offer transparent and expert financial advice for open-ended investment funds – with no hidden costs. Trust our expertise and make informed financial decisions.

Compound interest is the 8th wonder of the world. Whoever understands it earns from it, everyone else pays it.

Albert Einstein

laptop computer on glass-top table
laptop computer on glass-top table
Transparent advice

We offer you transparent and competent advice for your open-ended investment funds.

A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
Individual solutions

Our customized solutions help you make the best decisions for your financial investments, with no surprises.

Trust and transparency

Trust our transparent fee-based advice for a secure financial investment with no hidden costs.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.

Why use independent fee-based advice?

Because it's your Money

Because you want to invest 100% of your capital once or regularly – without having to pay 3-5% commission per transaction to an advisor


Because you don't want to pay an annual fee of 0.5–1% of your growing portfolio value to a so-called "advisor."

Because you value competence, transparency and the highest quality – and this can only be guaranteed if your advisor really advises you instead of having to sell you products.

Because you want to make independent decisions about your investments and have access to all financial products worldwide.

Because the lowest advisory costs enable the greatest return boost for your assets.