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Our first-class consulting services include an in-depth evaluation of your investment guidelines in order to derive disciplined investment strategies. From the precise definition of investment objectives and limits to the integration of provisions relevant to the articles of association and the clear regulation of responsibilities and comprehensive reporting.
LeanVal provides you with a customized portfolio analysis that offers clear insights into your overall portfolio and detailed statistics on individual securities. From average dividend yields to modern optimization methods, we support you in minimizing risks and maximizing the risk/return ratio
Thanks to our innovative valuation method, we offer a variety of portfolio strategies, ranging from single styles to multi-factor combinations and long-short approaches. Whether you are interested in our LeanVal strategies, established Guru strategies or would like to implement your own individual strategies - we can provide you with an efficient and customized investment solution