Portfolio optimization / asset management and administration

Maik Sammer

Portfolio optimization / asset management and administration

Your advantages with us

  • Independence - We are not bound to a specific provider
  • Large banking, insurance and financial services network
  • because of the network - big product access and comparison possibilities
  • Years of experience
  • Choice between fee-based billing with products at net rates or the classic commission payment of the product provider
  • Individual offers - we will find the right product for you


Ihre Anfrage zu Portfolio optimization / asset management and administration






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    More information about Portfolio optimization / asset management and administration

    Our main objective is to maintain assets after taxes and inflation with little fluctuation.

    Our investment advice approach and the investment decisions developed from it are always based on the development and continuous analysis of a worldview. This should be checked at regular intervals. Common sense and experience are the most important basis for this.

    The determining factor for investment performance is the selection and weighting of asset classes, not the selection of a single investment.

    Real estate investments have their place in every asset – but not in liquid assets, as the name implies.

    We are open to innovations as long as they are meaningful, transparent and comprehensible.

    In times of crisis, risk management is not just a question of mathematical models, but subjective assessment. Risk is the ability to lose money and that is not our goal.