A journey of disciplined investing
From a single office in Munich to a trusted name in evidence-based wealth management, our history reflects our unwavering commitment to long-term thinking and the clients we serve.
Milestones that shaped our firm
Every chapter of our history has been written with the same guiding principle: that sound, evidence-based investing should be accessible to everyone. These are the moments that define who we are today.
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2008
The founding vision
Our firm is founded in Munich with a clear conviction: that the principles of academic finance, long the preserve of large institutions, belong in the hands of private investors. We open our doors on Sendlinger Straße with a small team and a big ambition.
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2011
A methodology takes shape
After three years of refining our approach, we formalise our evidence-based investment methodology into a repeatable, transparent framework. Our globally diversified ETF portfolios are born, built on the insight that cost, diversification, and discipline matter more than prediction.
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2014
Crossing the first thousand
We welcome our one-thousandth client, a milestone that validates our belief that there is genuine demand for a calmer, more honest approach to investing. Our team grows to meet the trust placed in us, and we invest in the technology and people to serve clients better.
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2017
Publishing our principles
We publish our investment philosophy in a comprehensive guide, making our methods fully transparent and accessible. We have always believed that an informed client is a better investor, and education becomes a cornerstone of how we work alongside the people we serve.
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2020
Steady through the storm
When global markets face extraordinary volatility, our clients stay the course. Our disciplined, long-term approach proves its worth precisely when it matters most. We expand our advisory services to help clients navigate the emotional and financial challenges of an unprecedented year.
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2023
A billion in trusted assets
The assets we advise on behalf of our clients surpass one billion euros, a testament to the confidence placed in our firm over fifteen years. We remain as committed as ever to the principles that brought us here, knowing that trust is earned one decision at a time.
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2026
Looking to the next decade
As we look ahead, our mission remains unchanged: to provide steady, evidence-based wealth management that helps our clients reach their goals with confidence. We continue to invest in our team, our technology, and most importantly, in the relationships that are the true foundation of our firm.
Rooted in Munich, serving all of Germany
Our office on Sendlinger Straße, in the historic heart of Munich, has been our home since the very beginning. We chose this city not only for its deep financial tradition but for the values it represents: thoroughness, reliability, and a long-term perspective that mirrors our own approach to investing.
From here, we serve clients across Germany and increasingly beyond, combining the personal attention of a boutique firm with the analytical rigour of a much larger institution. Our doors are always open to those who wish to understand how we work.
We never set out to be the biggest. We set out to be the firm that people trust with their life's work, and that has guided every decision we have made for over fifteen years.
Want to know how we can help?
Learn about the areas of expertise we offer, or reach out to start a conversation with our team.