Depot Expertise

Certainly we can not offer you the expertise of your depot for nothing, but you will receive a professional, honest and meaningful analysis that will give you an independent and objective impression of your portfolio.

First steps

Request today your non-binding offer!

Yield optimization

Risk minimization

Tax optimization

Cost reduction

Why an independent expertise?

The right deposit structure decisively decides on the success or failure of your investment. Mostly it is wrong weightings of individual titles, or too small or too large number of individual values in the depot. The result is often sobering and unsatisfactory. A second, independent opinion can tell you whether your portfolio is properly diversified or whether restructuring is required. Surely you can get this opinion from your bank, but is that useful? Understandably, you will be offered the products of the respective house, no matter how good or bad they are.
The price per expertise is € 249,-- including VAT.

Order with costs

The great sense knowing everything is right!

Money never sleeps, a well-known Wall Street slogan. Do not fall asleep the opportunity to check your depot. Invest in your investment now and make sure your account is properly diversified. A misplaced portfolio could eventually lead to more costs than our expertise. Order your Expertise now for only €249,-- incl. VAT.
Try it.

Request expertise