Despite the individual approach, there are common asset allocation models, which take different return expectations and risk profiles into account.
Investment Models
The different investment models can be sectioned in above categories. On that basis we work out a strategy which is either targeting capital protection or earnings enhancement as well as all possible interstages, according to your preferences.
After we defined a strategy for you, we will work out an individual portfolio. The chosen risk/reward model is the guidance to which extend we invest in specific instruments.
Efficient Frontier
The efficient frontier model detects the portfolio combination with maximum return at a defined risk. The asset allocation in the models is a guiding value. The main goal of our advisory service is to find the right risk/return ratio.