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We do things differently when it comes to designing an investment portfolio. Our method of constructing your investment portfolio is indeed different. We use a comprehensive financial planning approach. We link all aspects of your financial lives and wealth side administration. We believe that this is the only way a portfolio can be put together in a way that is logical for you. A much riskier profile will not automatically mean a better portfolio. In order to evaluate your choices and construct the appropriate investment portfolio for you, we spend a lot of time at the beginning. A lot of important details will actually be missed if we do not think about your current income and real estate or company assets. For this purpose, we consider your income taxes and future income sources in order to anticipate your future revenue as well as forecast potential earnings.
 
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