ESTOPPEY VALUE INVESTMENTS

Financial Advisor and Asset Manager

Illustration of the holistic asset management with a value investing approach by Estoppey Value Investments
Asset Management with a Value Investing approach

If you are looking for a financial advisor for asset management, there are a number of things you should be aware of. First look for someone you can trust.

 

Financial advisors often have clear sales targets. These are also called Key Performance Indicators (KPIs). This is why, for example, a bank or insurance employee at the front-office is required to sell a predefined product range in order to achieve the predefined goals. The higher the costs of these financial products, the higher the incentives. Thus, he will inevitably have to be a salesman or at some point look for another job. When you talk to a financial service provider, it helps to ask: Is the conversation really a consulting session or rather a sales session?


Independent Financial Advice

As an independent financial advisor, I do not have any product-related KPIs. I provide unbiased advice and guarantee independent asset management. I would be happy to help you with your investments. Individual asset management is key to ensuring that your interests are protected.


Invest Successfully

When investing, I focus on a value-oriented approach. In a long-term practical test, value investing has proved its worth and achieved high returns. These excess returns were also scientifically proven as the so-called "Value Premium" by Professors E. Fama and K. G. French. In other words, higher returns are possible through consistent, value-oriented investment.


Asset Management

Do you value individual asset management instead of mass service when investing? Asset management is a matter of trust. This is why I offer you personalised asset management tailored to your needs.

About Me

After studying at the University of St. Gallen, I worked for several years in tax and investment consulting. For more than ten years I have been investing using a value-oriented investment approach.


Contact

Do you need support or a second opinion on financial matters? Just write me a message. As an independent financial advisor, I will be happy to take time for your concerns. Please contact me by e-mail, phone or contact form.

Investment-Blog

Would you like to know where to find the highest dividends or which is the best Pillar 3a solution? In my investment blog you will find answers to current financial topics and how you can invest money successfully.