An early and well-thought-out retirement provision is the key to long-term financial independence. At BPM, we rely on flexible and efficient securities portfolios that are specifically tailored to your personal lifestyle, regardless of whether you are an entrepreneur building up a second pillar for your wealth, maybe a self-employed doctor making provisions or a person already planning for a wealthy and financially stable retirement.

Our holistic approach considers your individual wishes, financial goals and your current income and wealth standing. Our professional portfolio structuring gives you access to high-quality, low-cost and broadly diversified investments. We use actively managed investment funds and passive ETF-based strategies to help you achieve your individual goals. Working in tandem with your personal advisors allows you to access market development analyses and adjust your investment strategy if need be. 

As part of our free annual strategy checks, we review the need for adjustments to the previously agreed investment strategy with you. This ensures that your personal goals are always the focus of our investment decisions. 

If the framework conditions or your goals do change, you will always remain flexible with your BPM strategy and will always retain a complete overview of any given market situation.