Products – For holistic investors and companies

Zwermann Financial offers its services in the form of various products for different customer groups:

Market opinion for private investors

The best route can be identified using the correct navigation equipment. Zwermann Financial is your navigator in the financial markets. Taking a holistic view of stocks, bonds, currencies and commodities makes the difference. In which markets should you invest now and where are the potential pitfalls for your investments?

Advisory contract for institutional investors 

Good fund managers look beyond the boundaries of their own funds. However, who has the time to do that ? Zwermann Financial assists you in finding the right investment opportunities in the best markets, at the most opportune point in time, for your customers. The decisions taken are discussed on a monthly basis via telephone conference.

Risk management

Very often the success of a company depends on adequate currency risk management and commodity procurement decisions. Zwermann Financial offers such companies appropriate advisory contracts. The advisory services are tailored to the specific risks of the customer. The extent of the contract depends on the needs of the customer.

Presentations 

Institutional investment companies, financial institutions and corporations require expert opinions to enhance their own profile at meetings with clients. Delivery of such opinions by an independent advisor and analyst is exactly the right solution. This supplementary service can be built into the advisory contract.

 

Prices

Market opinion for private investors 

Annual subscription to online services 
Payment is made at the time of subscription 
Euro 600,- +19% VAT (no VAT outside Germany)

Advisory contract for institutional investors 

Weekly analysis of equities, bonds, currencies and commodities 
Monthly market discussion (telephone conference) 
Payment according to service extent; monthly base price: 
Euro 1000 + 19% VAT

Risk management 

Weekly analysis of equities, bonds, currencies and commodities 
Risk advisory services from Zwermann Financial up to hedging proposals 
Payment according to service extent.

Seminar talks / presentations

Payment according to service extent