Investments & Asset engineering
Independent and fiduciary financial advice
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.
Demanding execution
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.
Behvioral 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.