INVESTMENTS

In order to maintain and protect family assets, achieve financial goals, and provide clients with interesting revenue appreciation, I provide investment advisory in the following areas:

- Mutual ETF funds (stocks and bonds)

- Retirement saving plans

Investing in mutual funds is associated with a longer investment horizon. The aim is to build up financial reserves for a retirement period or to meet various medium and long-term goals.

As the length of the investment horizon implies, cooperation with the client requires constant care in understanding the individual's or company's financial situation, defining goals and meeting them. Investment advisory is provided on a paid basis.