Starter
Foundation€ 5,000
✅ Basic Portfolio Diversification
✅ Quarterly Performance Reports
✅ Access to Educational Resources
❌ Personal Investment Advisor
Choose the plan that fits your financial goals and risk tolerance.
€ 5,000
✅ Basic Portfolio Diversification
✅ Quarterly Performance Reports
✅ Access to Educational Resources
❌ Personal Investment Advisor
€ 25,000
✅ Advanced Diversification (incl. Green Bonds)
✅ Monthly Reports & Market Analysis
✅ Biannual Advisory Sessions
✅ Prioritized Email Support
€ 100,000+
✅ Fully Customized Portfolio
✅ Weekly Updates & Direct Contact Person
✅ Access to Exclusive Impact Investments
✅ Tax Optimization Strategy Included
Your capital is invested in future-proof, sustainable projects that offer stable long-term returns.
Through diversification and clear strategies, you avoid unnecessary risks and protect your wealth.
You receive a transparent, step-by-step plan to realistically achieve your financial goals.
Your investments support ecological and social projects that align with your values.
You benefit from contemporary investment approaches based on data and market trends.
Your Path to Success
We discuss your financial starting point, goals, and personal risk tolerance in a non-binding conversation.
Based on the analysis, we create a tailored, sustainable investment plan with clear stage goals.
Step-by-step implementation of the strategy through the selection of suitable, valuable, and eco-social investment instruments.
We monitor performance, adjust the strategy as needed, and keep you updated with transparent reports.
Your capital grows steadily and predictably – you benefit from the advantages of sustainable investments and low volatility.
Practical approaches to grow your capital responsibly and long-term
We develop a clear financial plan tailored to your goals, aligning sustainability and returns.
Through diversification and modern analysis methods, we build stable portfolios that avoid unnecessary risks.
Focus on investments that meet strict Environmental, Social, and Governance (ESG) criteria for future-proof returns.
Continuous monitoring and adjustment of your strategy based on market developments and your progress.
Integration of tax aspects into planning to maximize the net return of your sustainable commitment.