Individual Advice for different Portfolios
The Dr. Jens Ehrhardt group is independent. The objective expert advice we offer to our clients is free of any outside influence (e.g. by a parent company). Since 1974, our customised investment strategies have focused solely on the investment objectives, requirements and risk tolerance of our clients.
The cornerstone of our wealth management service is a value-oriented investment approach that at the same time focuses on absolute returns. In addition, we utilise behavioural finance principles. The combination of these factors has resulted in above average returns for our client's portfolio over many years. Wealth management has different requirements based on the size of the investment. We therefore offer you from an investment sum of
- 500,000 EUR a personalised individual wealth management service.
- 50,000 EUR a standardised wealth service investing in mutual funds, and from
This differentiation should be understood neither as hard-and-fast nor as being related to quality of service, since it is solely necessitated by the fact that the possibility to economically allocate the client’s portfolio across individual investments is directly related to its size.
We lay especial importance on client reporting. Thanks to a state of the art reporting system, we can supply clients with regular status reports on portfolio construction and performance. Every client is allocated a dedicated investment advisor, who is responsible for an optimal investment approach.
Our excellent staff retention and high commitment level secure that continuity and reliability of our service. Good performance and quality of service have enabled us to win the trust of ever-more investors, both private and institutional.
- Proven investment experience and awards to date is no guarantee of future investment success
- Selected investment prices may exhibit relatively strong fluctuations depending on market conditions, which might not be compensated by an active management of the wealth manager.