50 years of experience at your service
As Investment Advisors and Portfolio Managers, we have the expertise and resources to help you realize your financial aspirations from today, to well after your retirement.
Our expertise lies in the application of our extensive knowledge accumulated over 50 years of combined experience.
Our investment philosophy is always and primarily tailored to your needs while keeping capital conservation as our primary focus. As custodians of our clients' wealth, we listen carefully to our clients to ensure that we understand and meet their individual and family needs.
Discover Compagnat Reise
Our common goal
Our primary focus:
- Be the main partner in the growth of your family wealth.
- Accompany you in all your investment objectives.
- Offer you a complete, personalized and modern planning service.
- Offer you the peace of mind you're looking for.
Our Values
Excellence
- Providing you with the highest standard of service.
- Being at the leading edge of the strategies available to you.
- Constructing portfolios with diligence and methodology in line with your objectives.
Honesty
- In sharing our knowledge and the vulgarization of information.
- In all aspects of our profession to build a relationship of trust.
Communication
- To always recommend a range of modern and up-to-date investment vehicles.
- To share our knowledge through all our advice and promote financial education.
