A strategic, green Approach
With 30 years of experience in the financial market, we focus on the preservation and growth of your assets. We are a trustworthy partner for families, businesses, and individuals, offering personal contact and tailored wealth management.
Through regular updates and strategic advice, we stand by you as a reliable anchor, even in turbulent times.
Our Heartfelt Mission: Eco-Friendly Investments to Protect Our Kids' Sustainable Future
Our Funds
Sustainable Alpha
Global mixed fund with a strict sustainability principle, aiming for a positive impact on the environment and society.
- Investing globally in carefully selected stocks and bonds
- “Dark green” product
- Strict sustainability principles
- Positive impact on the environment and society
- Article 9 of the EU's regulation on sustainability-related disclosures
- External ESG-ratings and risk assessment tool Carbon Metrics
- Capital preservation and stable long-term growth
Mission 2030
Global equity fund with a focus on sustainability and absolute returns, providing a climate-friendly alternative.
- Exclusively invests in global equities.
- “Light green” product
- We pursue a “dark green” approach internally
- Article 8 of the EU’s regulation on sustainability‐related disclosures
- External ESG-ratings and risk assessment tool Carbon Metrics
Mission Blue
Global bond fund with an emphasis on sustainability and economic stability.
- Invests in global bonds
- Focus on European and American companies
- Strictly limited exposure to banks and government bonds
- Sustainability and economic stability
Growth through strict sustainability criteria
My mission is to invest your money in a way that benefits both you and our planet. For 35 years, I've witnessed in the international finance sector how returns are often made at the expense of nature. That's why I founded funds with strict sustainability criteria that also take climate risk into account.
I'm proud that our award-winning fund, "Sustainable Alpha," has grown by nearly 30% since its inception. Year after year, we demonstrate how to achieve returns in harmony with nature.
Our innovative strength
Unique system for climate risk assessment
Application of exclusion criteria.
Strong focus on absolute return strategies.
Internal risk model for continuous scrutiny and analysis of all processes.
35 years of international expertise in the financial sector
Collaboration with scientific and environmental institutes
Awards and Mentions
We have rated the Sustainable Alpha Fund out of 1,917 funds with 92.5 ESG points and awarded it GOLD.
We value the expertise and vision of Values & Guidance, and the collaboration with a strong focus on the financial impacts of climate change.