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Services

We have a variety of services and products to meet your needs.

Investment advisory

We are happy to help tailor a portfolio to meet your individual needs. Together we will agree on the desired and needed frequency of follow-up meetings between you and one of our dedicated advisors.

Discretionary mandates

Through a discretionary mandate, we will manage your investments on your behalf, with your authorisation. You will thus be a direct share holder in the underlying companies, as opposed to units in a mutual fund.

Equity savings account

With an equity savings account you are free to purchase and sell equity funds, without having to pay tax on capital gains before you eventually withdraw the funds from the account.

Individual pension savings

Individual pension savings (IPS) is a tax beneficial framework for retirement savings, which gives a max annual savings amount of NOK 40 000 and a max tax reduction of up to NOK 9 600 (in 2017).

Invest in our funds

Our product offering include equity funds, fixed income funds, balanced funds and alternative funds. The excess return in our funds is primarily generated from security selection and thorough company analysis.

See our funds