We strive to act with integrity and reasonable care. We are not salesmen.

Our independence ensures that there are no conflicts of interest.

We listen to your needs and priorities, offer matching and personalized investment solutions.

The banking world changes around us, while our relationship stays stable.

Our decisions are built on any previous events and actions in our relationship.

We offer safety, competence and confidentiality. We act as a filter.

By practicing behavioral coaching, we enable you to avoid reacting inappropriately in up and down markets.

We provide proximity via regular and responsive communication.

We offer you time.

We implement achievements in academic research in practice, focusing on diversification, long term approach, but still dynamic asset allocation strategy and risk controls.

Our business model is fair – we minimize your banking fees.

We are your partner in your relationship with your bank.

We invest in open architecture with no home-made funds.