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DirectoryFinance & InsuranceFinancial ServicesNürensdorfEhrensberger Finanzen & Beratung
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Ehrensberger Finanzen & Beratung

Summary

About the company

Ehrensberger Finanzen & Beratung provides independent financial advice and investment-related services to institutional clients and private individuals. Services include evaluation of investment performance and proposals, development of strategic and tactical asset allocations, second opinions, negotiation support, guest lectures and participation in investment committees; fees are agreed with clients and no commissions from product providers are accepted.

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Offering

Products & services

Industry:Financial Services
✓ Offered9
Investment advisory
Individual advice on investment decisions, review and assessment of investment proposals, support with questions for the bank, and accompaniment during negotiations.
Second opinion and assessment of investment proposals
Independent second opinion and assessment of either past performance or an investment proposal from a bank or asset manager.
Pension advisory
Advice on AHV (state pension), pension fund and pillar 3, as well as clarification of one’s own financial needs and preferences in a retirement planning context.
Advisory for investment committees and foundation boards
Advice for investment committees or foundation boards, if desired also on an individual basis; support with investment decisions and strategic alignment.
Assessment of investment results
Expert reports and assessments of investment results and managed assets for institutional clients.
Strategic and tactical asset allocation
Development of strategic and/or tactical asset allocations (SAA/TAA) for institutional portfolios and managed assets.
Second opinion for institutional portfolios
Second opinion on the reorientation of investment portfolios or on new managed assets for institutional clients.
Lectures
Guest lectures on finance and investment topics, in German or English.
Participation in committees
Membership or support for investment committees and foundation boards with expertise and experience.
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Location

Dorfstrasse 17
8309 Nürensdorf

At a glance

Legal form
Sole proprietorship
UID
CHE-445.227.944
Founded
2022 · 4 years
Last commercial register change
May 31, 2022
Employees
1 to 10

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