The road to "stress-free" wealth management
The key question in deciding on an investment strategy that is tailor-made to your needs is: how much risk (can you and do you want to take)?
To answer this question we assess your risk-taking capability and risk preference. The level of feasible risk depends on your personal financial situation (net income, assets and obligations), while your level of acceptable risk reflects your personal acceptance of fluctuations in value (risk tolerance).
A combination of these two assessments is used to determine your personal investment strategy. The most important element of your investment strategy is the (long-term) strategic share quota that will be consistently maintained even when the market is going through a negative phase.
OLZ also addresses unpleasant issues, such as the loss potential of your investment strategy, with frankness and well before any contract is signed. This means that all the requirements are met so that, once you have mandated OLZ to manage your wealth, you can sit back and relax while following the development of your assets.
