Why should I take part in the portfolio check?
We repeatedly find that people's money is either not invested at all or not invested optimally. In almost all portfolios that are transferred to us or that we review as part of our free portfolio check, we see glaring mistakes that cost investors an unnecessary amount of money. For example, customers are still paying expensive front-end loads, and many portfolios are too poorly diversified and therefore more susceptible to crises. The portfolio check provides clarity on whether and how existing investments can be optimised.
- Portfolio check
More questions on Portfolio check
What minimum asset value do I need to take part in the portfolio check?
There are no requirements regarding the size of your assets for the assessment to be prepared.
What does the portfolio check cost me?
The portfolio check is completely free of charge for you, as is the non-binding advisory session. You do not enter into any obligations whatsoever.
What exactly can I expect from the portfolio check?
We objectively scrutinise your investment behaviour and assess it in the form of a professional expert report. To do this, we examine your portfolio – whether equities, funds, bonds or ETFs – as well as your cash holdings through a scientific efficiency test. We then explain the results to you in a personal advisory session (by phone, video or in person – whatever you prefer) and give you concrete recommendations for action.
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