Investing in funds

Strategies and support for proactive clients

There are uncounted investment goals and just as many ways to start saving up at an early stage. Funds are an excellent option for most investment goals, provided certain rules are respected and prerequisites are in place, or if investors fall back on ready-made investment plans.

Millions of investors believe they are getting free investment advice when in fact, they are paying hefty fees that are hidden in the products and, in the case of investment funds, appear in the shape of a high front-load charge. These fees can influence the quality of advice. Their portfolios are restructured more often than necessary because every transaction produces new fees. And more often than not, investors are sold in-house products.

By contrast, we charge absolutely no front-loads for our Execution Only Service and the Service Fee Model.

The Execution Only Service: A powerful package

Under this service, we give clients who prefer a proactive approach to investing fund benchmarks and recommendations. These are designed to help you evaluate different investment strategies and products and choose what is right for you. You take all the decisions and manage your orders conveniently from home or on the move. You benefit from modern depositaries for investment funds plus a powerful package of services. And if you ever run out of ideas, just contact one of our experienced advisors for assistance.

The Service Fee Model: Clear, unconflicting advice

Portfolio Concept acts as an advisor to clients with a rather more hands-off approach who prefer not to keep a constant eye on their investments. We offer you savings plans and investment fund solutions that correspond to your personal investment goal and profile. We regularly evaluate your assets and select a suitable investment model. The Service Fee Model is very similar to asset management, but gives you the very last word on any decisions.

Contact us to learn more about these services. We look forward to hearing from you.

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