Comprehensive for your goals: our asset and portfolio analysis
In the course of our individual asset structure analysis or individual portfolio analysis, we look at all assets and take them as the basis for our advice and your investments.
Whether analysing your asset structure or your portfolio – we examine the total assets of your investments. This allows us to assess your securities portfolio from the perspective of opportunities and risks. The more complex your asset structure is, the more in-depth we examine it. The more broadly diversified your individual portfolio is, the closer we take a look.
Of course, you can also rely on us when valuing or structuring real estate. Proven specialists of LLB Realitäten GmbH provide you with targeted support thanks to their experience and know-how. All your investments should pay off for you in the long term. We are happy to work on this together.
Complex structures need a clear view
Please note: Investing in securities also involves risks in addition to the opportunities described as major price fluctuations may occur due to special market events.
Investment advice
Your asset situation and goals form the basis for sound advice. We develop an initial strategy for your investments, and you make the ultimate decision.
Discretionary asset management
You specify the criteria and values, and we place our own emphases in order to develop a holistic investment strategy.
Portfolio-based asset management
Your return objectives and risk mentality are two essential criteria we use to design your individual portfolio structure and manage your custody account.
Your path to the right advice
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Please note: This information is a marketing notification that has been prepared by LLB (Österreich) AG and all of its subsidiaries (LLB Invest KAG, LLB Immo KAG and LLB Realitäten KAG) exclusively for general information purposes. Publication, reproduction or disclosure of this information without approval from LLB (Österreich) AG and its subsidiaries is prohibited. It was not prepared in compliance with the legal provisions on promoting the independence of financial analyses and is not subject to the trading ban following the distribution of financial analyses. This document constitutes no financial analyses, no investment recommendation and no investment advice. It contains neither an offer to conclude a contract on an investment service or ancillary service nor a request to make an offer to conclude a contract on an investment service or ancillary service or to carry out other transactions. To the extent that this notification refers to products for which a prospectus must be published as prescribed by capital market law regulations, this information in no way replaces the prospectus, which is published by the relevant issuer.
Every capital investment involves a risk. In some circumstances it may lead to a total loss of the capital employed. Performance in the past does not promise future returns. As not every transaction is suitable for every investor, investors should consult their own advisors for financial, legal, tax or other questions (including, but not limited to legal or tax counsel).