The company's purpose is to provide asset management, including consulting, brokerage and portfolio management of insurance and pension plans in all branches; risk management advice, retirement planning and advice, and advice and management in the field of personal insurance, as well as advice and research on financing (mortgage and other). Tax optimization, training and information in all branches of insurance and pension planning. In addition, it may participate in other companies in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies.