How It Works
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Why Choose Markowitz
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
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
Professional portfolio performance measurement and benchmarking
All-in-one. No extra fees.
At Markowitz we offer a simple monthly membership fee with unlimited access to our products & services