The conversation most people never have.
What will happen to your assets if you are no longer here tomorrow?
One guide. Five documents. One evening. So that your family doesn't have to search in the worst moment, but can act.
One guide. Five documents. One evening. So that your family doesn't have to search in the worst moment, but can act.
One guide. Five documents. One evening. So that your family doesn't have to search in the worst moment, but can act.
One guide. Five documents. One evening. So that your family doesn't have to search in the worst moment, but can act.
No credit card required · No call · Instant download
Known from
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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. Ihr Berater ist nie erreichbar, wenn es wirklich zählt
Bei wichtigen Fragen oder Anliegen bekommen Sie oft tagelang keine Antwort.
2. Sie bekommen nur Werbung, keine Ruhe
Ständig neue Verkaufsgespräche und Einladungen, obwohl Sie sich eigentlich nur Ruhe wünschen.
3. Wenn es brenzlig wird, sind Sie plötzlich allein
Genau dann, wenn Sie sich einen proaktiven Ansprechpartner gewünscht hätten, bleibt die Erklärung aus.
4. Ihre Anliegen werden abgewimmelt statt gelöst
Sobald Sie etwas ändern möchten, folgen Ausreden, Vertröstungen oder Funkstille.
— 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.
— 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.
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.
90
Tage
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.
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.
Wherever you are, we are ready
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Kontaktanfrage
Haben Sie Fragen zu unserem Service oder möchten Sie einen kostenlosen Portfoliocheck? Melden Sie sich jetzt bei uns.
Öffnungszeiten:
09:00 - 17:00 Uhr Montag
09:00 - 17:00 Uhr Dienstag
09:00 - 17:00 Uhr Mittwoch
09:00 - 17:00 Uhr Donnerstag
09:00 - 17:00 Uhr Freitag
Taunusanlage 9-10, 60329 Frankfurt am Main