Our Consulting Approach

Our consulting approach relies on our belief that with the help of advisors such as XENIX, investors can optimize their fund investments in regard to risk and growth as well as costs.

personal and independent

XENIX advises you personally, beginning with an initial consultation either onsite or over the phone. Our proposed solutions for a stable portfolio are based on your current life situation: first and foremost, your job and family. The selected funds and the portfolio composition factor in your short-term risk tolerance, as well as your long-term earning goals

Professionell and transparent

Strategic consulting for private investors, entrepreneurs, founders, and other professional investors calls for professionalism in all aspects of the investment decision process. Just as important is transparency: in the selection of (Index) funds, in the composition of your portfolio, and in our fees.

Strategic and long term

We start out by defining a clear strategy. For example: How much stability (bond funds) and how much risk (equity funds) can you assume long term? Defining your strategy with us helps you gain valuable knowledge and save time, time that you don't have to spend following and evaluating bond and stock markets on a daily basis.

At XENIX we will stay with you even after the composition of your portfolio and the definition of your strategic goal. We'll help you keep your risk tolerance in balance with current market risks, and we regularly control your investment results and your risk situation. The annual adjustment of your portfolio according to your strategic targets is a standard part of our service offering for your funds.

True to strategy and well deversified

XENIX remains true to its strategy, your can rely on that. We will only recommend a change in strategy if your personal situation changes substantially.

Our portfolio classics are a solid foundation for a well-balanced and strategic steering of your fund investments. You can rest assured that the risk of individual components will not add up in a way that could endanger your investment goals. To us, diversification means that overall risk is smaller than the risks of the individual funds. So risk limitation for more volatile asset classes (such as stocks) can be achieved through combination with relatively stable asset classes (e.g. bonds and money-market).

Uncomplicated and convenient

XENIX is your fund advisor, but the actual transactions for your investment strategy can be made through your bank or custodian bank. Taking care of your transactions this way is convenient - and fast.