FAMILY is a flexible, long-term investment portfolio exclusively designed for students. The goal is the creation and development of capital. A basic key to portfolio efficiency is regular reinforcements. That is why we offer the possibility to invest amounts from €50 with preferential transaction costs. The investment is made through a family investment account.
It is essential to understand the FAMILY Portfolio strategy and how important it is to regularly compound the investment and invest for a long time.
Create with our help, your own investment plan. Start with a small seed capital and schedule regular capital boosts monthly, quarterly, semi-annually, whenever you can, with no strings attached. Adhere to it strictly and apply it for a long time.
Reinforce the capital regularly. Create an annual extra payment schedule that suits you and stick to it. Regular reinforcements play an important role in portfolio performance.
Keep the investment for as many years as possible. We recommend 15 years and over. You decide the duration. The long investment horizon, combined with the regular strengthening of the portfolio, are basic foundations for achieving the ultimate goal, which is the creation and development of capital.
In addition to the regular strengthening of the portfolio, investment management also plays an important role. This is our mission. The Manager of the FAMILY portfolio invests gradually (every month) in specific international equity ETFs (in the main global stock market indices), according to the instructions of the company's investment committee.
You send us the required documents and we open your investment account for free, to start building the portfolio.
Stop the investment whenever you wish, without any "penalty" as applies to other investment programs, e.g. insurance investments. Deposit or withdraw funds, to and from the portfolio, without restrictions.
Investment through a family member owned portfolio investment account.
Update on every movement of the portfolio account. Online monitoring available. Annual detailed report on the tax declaration. Significantly lower cost compared to insurance or other investment programs.
