Are you 100% sure you have the optimal investment setup?
Do you trust that your asset manager always has your best interests at heart?
- Do you have the full overview of your investments, their return, risk and costs?
- Do you have complete insight into which fees you’re paying and for what?
If you can say no to one or several of the questions above, you’re in the right place.
We offer an impartial service for you who wants the best possible management of your assets. We specialize in monitoring your asset manager. We create transparency in your investments and give you a clear overview.
With Proveo, you’ll get:
- A 100% impartial service – we have no economic interests in the evaluation of your asset manager.
- Overview and transparency – we help you to understand your investments.
- Peace of mind – we monitor your investments, so you can go to bed with peace of mind.
- Help and guidance – if your asset manager is not performing, we will help you find a new one.
- Freedom – we do all the work for you.
Proveo gives you Overview, Peace of Mind and a sense of Freedom
Would you like a free and non-binding conversation about your possibilities?
Contact us – or let us contact you – and let us help you get on the right track with your investment setup.
Phone: + 45 88 88 82 06
How Do We Make a Difference?
We continuously monitor your asset manager and your investments to ensure you get the highest quality and the highest security possible.
Overall, our service consists of the following three steps:
Step 1 – We monitor your investments
We keep you updated on the performance of your portfolio.
We contact you immediately, if something calls for your attention.
We continuously monitor your situation and let you know if we find opportunities for improvement.
You can easily get an overview of your investments at all times with our app.
Step 2 – We ensure you the optimal conditions
- We secure you the best price on every deal.
- We create transparency to ensure you understand the deal with your asset manager.
- We create a professional investment setup.
Step 3 – We find the optimal asset manager for you
We evaluate all asset managers based on a wide range of quantitative and qualitative measures.
We evaluate both your current bank and other alternatives.
If you want to switch to another asset manager, we will help you.
You lay down the guidelines – we have your wishes and needs as our starting point.
You remain anonymous in the selection process.
We keep you updated on your possibilities and opportunities.