Stocks
Making your capital work for you
I show you how to build a broadly diversified stock portfolio, control risks, and achieve long-term returns - without unnecessary complexity or hidden interests.
Challenge
Many people leave their money in their account because they are afraid of losses or think the stock market is too complicated. In doing so, they lose purchasing power in the long run due to inflation and miss the opportunity for sustainable wealth accumulation.
Content
My Approach
I give you the necessary knowledge to invest in stocks confidently and for the long term. Together we develop an investment strategy that suits your risk profile and stands the test of time, even in turbulent times.
Basics of the Stock Markets
Understand how stock exchanges work and what factors influence prices.
Analysis of Opportunities & Risks
Identify which investments suit your profile.
Portfolio Building & Diversification
Diversification across industries, countries, and investment styles.
Tax Aspects
Concepts for sustainable growth over years.
Process
Contact
You describe your situation and goals to me.
Initial Consultation
We clarify your level of knowledge and your investment goals.
Detailed Consulting
Strategy, portfolio building, and risk adjustment - always independent, without me earning from specific offers or products.
Support
Upon request, regular review and adjustment of your investment strategy.
Transparent Prices
Clear costs, no hidden fees
My fee is 180 CHF per hour – regardless of the topic or the investment amount. You pay exclusively for my time and expertise.