Our fields of activity - Unique & Individual .
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30+ million euros
managed client assets
+150%
average return improvement
100+
clients already served
— The problem nobody talks about
Your portfolio is not growing,
even though the markets do.
Most investors lose up to 2% return per year due to hidden costs, conflicts of interest among banks, and a lack of strategy. That may sound like a small amount, but over 20 years, it could be your retirement.
1. Your bank earns money when it sells you products.
Commission-based consulting creates structural conflicts of interest. Its return on investment is therefore secondary.
2. Institutional strategies remain unavailable to you.
Hedge funds, alternatives, opportunistic positions – all only available from €1–10 million or more.
3. No personal contact person, only a call center.
If you have problems, your advisor is unreachable or changes every two years.
— The Stratics Methodology
80% stability.
20% return potential.
Institutional investors, sovereign wealth funds, and foundations have been using this principle for decades. The core-satellite principle opens up precisely this access to clients with investments starting at €25,000.
Core 80%: Stocks, bonds, precious metals, commodities and the like.
SATELLITES 20%: Private Equity, Infrastructure, Alternatives
— The modular mandate system
Exactly the scope of services you need.
No unnecessary extras in the package. Scalable from a one-off consultation to a full wealth management mandate.
— The modular mandate system
Exactly the scope of services you need.
No unnecessary extras in the package. Scalable from a one-off consultation to a full wealth management mandate.
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90
days
90-Day Independence Guarantee
If after 90 days you don't feel you're finally on the right side—let us know. No lawyer, no arguments, no notice period. You only pay the pro-rata fee for the days that have already passed.
Suraj Kakar
Head of Revenues bei Portagon GmbH
Working with JSA has shown me how clear and structured an asset strategy can be. I feel understood and in excellent hands.
Christoph R. Kanzler
Founder & Managing Director at 30PlusX
Finally, a consulting approach based on trust and competence. I appreciate the clear analysis and the calm way everything was explained.
Ronny Dentel
Founder at Digital Innovations Partners
Die JSA Group überzeugt durch Engagement und höchste Sorgfalt. Ich habe das Gefühl, dass mein Vermögen professionell betreut und meine Wünsche respektiert werden.
— The first 60 days
What happened in the first two months
What happened to your assets.
No vague promises — but a clear roadmap. This is what you can specifically expect from us in the first 6 weeks.
TAG 1-3
Onboarding
We analyze your existing portfolio, all current contracts, tax structure, and your goals. You will receive a structured questionnaire — no unnecessary paperwork.
WOCHE 1-2
strategy
You will receive a written strategy document: allocation, target return, risk profile, strategy mix. Not a standard product — precisely tailored to your situation.
WEEKS 3-4
Umsetzung
We accompany the implementation step by step — tax-optimized, without unnecessary transaction costs, with clear communication at every step.
WEEKS 5-6
Monitoring
After the first full market phase, we discuss the development and make adjustments if necessary — directly with Justin, not with an assistant.
1. Getting to know each other – quick and easy
Tell us your goals in a conversation – we'll take care of the rest.
2. Strategy – clear and efficient
We develop a plan that optimally achieves your goals without overwhelming you with details.
3. Implementation – simple and worry-free
We take care of the implementation and ongoing support, so you can sit back and relax.