Personalised portfolio allocation for small and medium size investors powered by industry level models


How It Works

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Why Choose Markowitz


Investor Profile

You will complete a professional psychological test to determine your individual investor profile including your preference towards risk

360° Risk assessment

Based on your risk profile we will create an optimized portfolio mix consisting of Stocks, Bond-ETFs and Gold

As an additional service we offer structuring an optimal savings plan for you

We generate for you a two-page snapshot of the desired stock or portfolio 

Portfolio Insights

We transform complex financial data into easy to understand scores

We will offer you a rating score system consisting of 6 main indicators in order to provide the best picture on the desired stock

Our ESG screening service will label your equities and provide you a full ESG portfolio rating

Performance measurement

Professional portfolio performance measurement and benchmarking

Markowitz Membership

All-in-one. No extra fees.

At Markowitz we offer a simple monthly membership fee with unlimited access to our products & services 


Become your own wealth manager with our professional risk assessment