Investment strategy

The investment strategy is an overarching plan that determines how an investor can achieve their financial goals in the long term while taking their risk profile into account. To this end, assets are divided into different asset classes such as stocks, bonds, real estate, and commodities in order to achieve an optimal balance between return and risk.

The concrete implementation of this plan is the allocation, i.e., the investment of assets in various asset classes and securities. At True Wealth, the investment strategy is determined on the basis of a questionnaire and proposed to the client for approval. Each client is free to further adjust this within the risk bandwidths.