Comprehensive for your goals: our asset and portfolio analysis
In the course of our individual asset structure analysis or individual portfolio analysis, we look at all assets and take them as the basis for our advice and your investments.
Whether analysing your asset structure or your portfolio – we examine the total assets of your investments. This allows us to assess or optimise your securities portfolio from the perspective of opportunities and risks. The more complex your asset structure is, the more in-depth we examine it. The more broadly diversified your individual portfolio is, the closer we take a look.
Of course, you can also rely on us when valuing or structuring real estate. Proven specialists of LLB Realitäten GmbH provide you with targeted support thanks to their experience and know-how. All your investments should pay off for you in the long term. We are happy to work on this together.
Complex structures need a clear view
Your asset situation and goals form the basis for sound advice. We develop an initial strategy for your investments, and you make the ultimate decision.
Discretionary asset management
You specify the criteria and values, and we place our own emphases in order to develop a holistic investment strategy.
Portfolio-based asset management
Your return objectives and risk mentality are two essential criteria we use to design your individual portfolio structure and manage your custody account.
Your path to the right advice
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Who's behind the experts at the LLB? Learn more about us here.