Training / Seminars

Training & Seminars


We sell you no products, we offer you our know-how, from over 29 years as a registered stock broker, registered CTA (Commodity Trading Advisor), asset manager, product designer or consultant.

Portfolio analysis

Portfolio analysis that clearly and comprehensibly shows you the weak points of your portfolio.
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1-Day Workshop

Gain a depth look into the world of securities analysis to better understand and track the work of your asset managers and banks.

3-Day Workshop

In just 3 days you will set your own investment profile, which you then implement in your personal portfolio. You will learn how the most important asset classes are influenced by macro and microeconomic factors.

All important services
from a single source.

Do not leave anything to chance. Learn from the professional how to properly invest your portfolio, what to watch for and how to defend your portfolio positions. We would be happy to give you an insight into the exciting world of financial investments. We are happy to pass on our more than 30 years of experience in portfolio management, trading in common securities, and the even more important risk management, so that you too can achieve maximum profits with minimum risks in the future.
We look forward to you!
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Depot Expertise

249,00 €

Per portfolio analysis

It is not uncommon for us to see clients who have set up their securities accounts in a completely wild way, without any structure. Often there are too many securities, wrong weightings of the individual positions and so on. This should never be the case, because as much as it is fun, in the end it is always about the result and your money.  We will be happy to analyse your securities portfolio for possible weaknesses and point them out to you in a clear and comprehensible manner. So that you can sleep souLndly in the future and your securities account generates maximum returns.
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     1-Day Workshop

950,00 €

Per participant

Full-timetraining in technical and fundamental analysis of securities. Including 3-course menu and drinks
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    3-Day Workshop

6.550,00 €

Per participant

During 3 days you will receive extensive training in technical and fundamental analysis of securities. At the end of the workshop you build your own portfolio according to your risk-relevant criteria.
Including first class hotel accommodation as well as sightseeing tour in Vienna or Barcelona
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We will be happy to serve you!

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