Unique principles.
| Independent
We are an independent financial advisory firm: our compensation comes exclusively from our clients. This is unique in France.
And that changes everything. Our interests are aligned.
| Fiduciary
The choice of independence allows us to unambiguously place our relationship with our clients under the highest standard. Fiduciary.
Counseling can focus on achieving your goals, and only them.
A demanding achievement.
| Investments
All investments, all investors. We help you to create, achieve and maintain a strict investment strategy.
Achieving your goals requires work, rigor and discipline. We are here to guide you, sometimes contradicting you, always explaining to you.
| Financial engineering
A requirement of scientific analysis. We separate opinions from facts. Any decision must be based on data, rigorously analyzed taking into account psychological biases.
No approximation or complacency. The best decision.
| Behavioral Finance & Financial Education
Financial advice cannot ignore the main limitation to its effectiveness: our own behavioral biases. We help you identify and control them.
Better control of your finances, in practice.