We are happy to subject your current portfolio to a "health check": you reduce your risk by checking assets for their future-fitness, by pointing to existing conflicts of interest, and by calculating the amount of hidden costs.
Are you interested? This is how the portfolio check runs:
- Upon your contacting us, we'll jointly determine which information you would like to share with us for our initial analysis.
- We will prepare our analysis of the Footprint, asset allocation and costs.
- We will meet for a presentation of our results and discussion.
Test the Footprint of your Portfolio and find out whether it is fit for the future.
Don’t hesitate to contact us and we’ll get back to you.