monument trust and investment bank foundations are based on traditional values that provide safety and stability to our clients. Our shareholders,
managers and employees are committed to the very highest level of professionalism and personal integrity, taking full responsibility for every action undertaken.
As a truly independent financial institution, we deliver high quality investment advice and asset management
services that are not bound by group policies or driven by outside influences. This attribute is a rare commodity in today’s financial world.
Technical & Disciplined
Our focus is on getting the asset allocation right. Asset allocation is the term used to express what proportion of a client’s bankable assets is allocated
to the different asset classes (such as liquidity, bonds, equities etc.). Several scientific studies have proven that the correct management of the asset allocation has by
far the strongest effect on the portfolio’s performance. In other words, if your money is allocated to the right asset classes over the
right time period, your portfolio performance will exceed your expectations.
Cautious & Conservative
Our investment strategy is cautious and conservative. At all times it is our target to safeguard your assets and to achieve solid long-term growth within the specific investment profile — a risk based approach.
We work on the basis of a fully transparent fee structure. We do not look to achieve additional income through the offering of our own investment products. Therefore, by being free of any financial incentives, our investment decisions are made with the sole purpose of best meeting your particular needs. Furthermore, our fee structure is not performance related. Therefore, there is no incentive for us to take on more risk than agreed.