Our cooperation

As an owner-managed financial boutique, we have the advantage of always being able to act independently. Benefit from our in-house research with a high level of fundamental and technical analysis expertise.

We can support you in these areas:

• Tactical allocation using momentum models
  Our proprietary momentum models for sectors, styles and asset classes have proven their worth for tactical allocation and risk hedging. They can be implemented using low-cost ETFs or direct investments.

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• Business cycle models for strategic allocation
  Thanks to our business cycle models, you receive valuable input for the strategic adjustment of the allocation between the various asset classes. We consider the following asset classes in particular: Equities, commodities and bonds.

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• Shares in innovative quality companies
  We use our proprietary valuation model to evaluate equity gems for you worldwide. Our model takes both quantitative and qualitative criteria into account. We focus on developed markets worldwide as well as mid and large caps.

We would be happy to develop individual solutions for you based on our expertise. We look forward to a personal exchange with you and a successful collaboration.