PROVEN INVESTMENT STRATEGIES – NOT ONLY IN TURBULENT TIMES.

Whether huge waves or the absolute absence of wind – the conditions define the options for action. Be it on the oceans of the world or in the financial markets.

It is, therefore, even more important to identify the right investment strategies and to adapt them to the new cirumstances. This is an area where Dolphinvest supports medium-sized companies and institutional investors.

Find out more here.

TO WHOM WE OFFER ADVICE

MEDIUM-SIZED COMPANIES

How does one manage the investable assets of the company? How does one achieve the right long-term investment strategy? How does one find an alternative to the investment advice of the traditional players - particularly one that is independent of the interests of the product provider? These are questions that Dolphinvest can provide you an answer for.

INSTITUTIONAL INVESTORS

Are you an institutional investor who is not looking for just any investment consultant but one whose focus is on international fund and manager selection? We have in-depth experience in this area.

FOR US, INVESTMENT ADVICE MEANS: EXCLUSIVE COMMITMENT TO YOUR INTERESTS - NOT THOSE OF PRODUCT PROVIDERS.

WHAT WE OFFER

Analysis

First, we begin with a thorough understanding of the economic and financial circumstances of the investor.

Asset Allocation

Based on the analysis we define the individual medium to long-term strategic asset allocation.

Recommendations

We offer you recommendations on which funds and other financial instruments are suitable for the implementation of the investment strategy.

WHAT SETS US APART

Skilled. Intelligent. Dynamic – features perfectly symbolized by the three dolphins, our logo. We, too, operate in international waters. As a team. Dolphinvest provides advice to medium-sized companies and institutional investors regarding asset allocation and international fund and manager selection. The breadth of our expertise is complemented by the depth of industry experience, linguistic skills and academic backgrounds of our team members.

What you can expect from us

Know-how

We have all it takes for sustainable asset allocation today. What is special about Dolphinvest: you benefit from our holistic approach to consultancy, from the extensive experience of our consultants, and not least from our network of outstanding cooperation partners. All in all, excellent prerequisites for a cooperation based on success and trust.

OUR BUSINESS PARTNERS

Transparency

Dolphinvest Consulting GmbH is owner-managed and acts independently of banks, investment companies and other groups of companies. We are solely committed to the interests of the investor and receive a remuneration exclusively from the investor – no grants from product providers. For you this means: transparent costs.

Security

Dolphinvest Consulting GmbH is a financial services institution according to §32 KWG (German Banking Act) and as such is regulated by the Bundesanstalt für Finanzdienstleistungsaufsicht („Bafin“, German regulatory body) and the Deutsche Bundesbank (German central bank).

Interested in finding out more? Please contact us.
Michael Klimek looks forward to hearing from you.

Michael Klimek

Email: mklimek@dolphinvest.eu
Phone: +49 69 33 99 78 - 14