The core activity of IndexInvestor AG is evidence-based wealth management for top medical specialists and entrepreneurs with substantial assets. The company offers services such as pension planning, wealth management planning and wealth management to help clients achieve their financial goals. Wealth management is carried out using special funds, index funds and ETFs.
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Industry:External Asset Management
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Evidence-based wealth management for specialist physicians and entrepreneurs, using index-based strategies, risk premiums, cost optimization, tax planning and long-term asset protection.
Independent advisory
Independent advisory for pension planning, wealth management planning and asset management, with objective decisions, a discovery meeting and a free initial consultation.
Asset protection and wealth transfer
Asset protection across generations, with a clear structure, tax planning, wealth transfer and support for the orderly build-up and preservation of assets.
Virtual family office
Virtual family office with individual support, access to the network, relief with formalities and guidance around assets, planning and organisation.
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