How it works

We do not keep our investment philosophy secret.

We firmly believe in strategic asset allocation. The short explanation of various extensive academic studies: Over a longer period of time, a balanced distribution over equity, fixed income and other investment categories will explain 90% of the total return while the selection of an individual stock only contributes for 5% to the final result.

Over the past 40 years, Box Consultants has established an independent position in the financial markets. We have an institutional scope, enabling our clients to benefit from considerable economies of scale and the associated lower costs, while giving access to exclusive and international parties. Our size allows us to negotiate for better pricing on your behalf with full transparency.