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What we do.

Our Services

Independent minds,
work as one.

Say hello

What we do.

Our Services

The Gameplan

The importance of a strategy and a plan of how to execute it is an absolute necessity when you are trying to win in sports. The same is true when it comes to your finances.

The Gameplan will give you and your family a clear vision and a foundation to act upon. It is a tailored solution that is unique to your situation. The Fase Gameplan consists of 3 steps.

We need to understand your goals and needs. Based on this we suggest and draft an asset allocation plan.

We utilize our network and select the best investment professionals that fit your profile.

We monitor and review the performance of the asset managers.

Your Gameplan is of course flexible over time, but it gives you consistency and security, as well as the time to focus on the essential - the sport.

Our Services

Financial Health Check-up

At the end of the Health Check, you will receive a detailed analysis of the current situation, with specific recommendations and optimizations.

Financial Health Check-up

Asset Planning/Strategic Asset Allocation

Based on your current need and your long-term goals, we jointly define the optimal asset allocation that will meet your long-term needs.

Asset Planning/Strategic Asset Allocation

Manager Selection

Based on broad selection, the appropriate asset managers are chosen so that the strategic asset allocation is implemented in the best possible way.

Manager Selection

Consolidation / Monitoring

A consolidated overview enables monitoring of investment guidelines, controlling of fees and settlements as well as performance market comparisons.

Consolidation / Monitoring

Investment and Transaction Services

We support you in all entrepreneurial activities and coordinate them with the strategic asset allocation and your personal needs.

Investment and Transaction Services

Social Responsible Investments (ESG)

Based on your current needs and your long-term goals, we jointly
define the optimal asset allocation that will meet your long-term needs.

Social Responsible Investments (ESG)

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