Introduction
Anders Invest is a private investment consulting firm, specializing in high-growth companies, with structured and data-driven risk analysis and monitoring.
Get out of mainstream solutions
Vision
Investing should not be opaque, access strategies reserved for institutional investors.
Ambition
Votre capital, structuré autour d'une stratégie privée sur-mesure. Optimisation patrimoniale dès 100 000 €
Transparency
You own the shares, total control of decisions, the performance is entirely up to you on your account.
Investment DNA
Strategic positioning →
Our positions are based on a thorough and independent reading of the markets well before the value became obvious. It is in this time frame that our most valuable advantage lies.
Investment Selection →
We provide our customers with access to carefully selected opportunities that are rarely exposed to the general public. Each recommendation is tailored to your assets.
Deployment & Risk Monitoring →
Capital is deployed gradually, with an absolute requirement for the preservation of assets. Each exposure is designed with precision, according to the profile and ambitions specific to each investor.
Private advice, tailored to your ambitions
Anders Invest develops a lasting relationship of trust with each investor, supported by a single interlocutor whose exclusive mission is to structure a wealth strategy rigorously aligned with your most demanding ambitions.
Customer information
A meeting dedicated to the precise analysis of your investor profile and your objectives. This diagnosis marks the starting point for support tailored to your ambitions.
Opening a CTO account
We support you in opening your securities account with a leading financial institution, guaranteeing privileged access to the main international financial centers.
Feedback on your built portfolio
Presentation of your private allocation, built around a rigorous strategy and a liquidity reserve, ready to seize market opportunities wisely.
Order & investment support
Your advisor accompanies you during the placing of orders and guides you in the allocation of your capital so that each decision is executed with confidence.
91% of asset managers
underperform the S&P World.
SPIVA study (S&P Indices Versus Active) 2024 | 91% of actively managed funds underperformed the S&P World Index over the whole year.
History of Performance
Faced with macroeconomic crises and geopolitical tensions, we approach volatility with strong beliefs and a rigorous selection of promising sectors, in order to preserve capital and aim for long-term value creation.
Research methodology
From identifying an opportunity to integrating it into a portfolio, each decision follows a structured process, informed by data and guided by discipline, this is the requirement that we apply to the portfolio of each of our clients.
Identifying Opportunities
Scan of companies with high potential, filtered by financial criteria.
Fundamental analysis
Study of financial statements, in order to estimate the value of each company.
Research & Due Diligence
Off-balance sheet data, transcripts, conferences, and macro indicators to complement fundamental analysis.
Portfolio Construction
Integrating companies that meet our fundamental criteria into the portfolio
and techniques.
Market monitoring
Follow-up: news, CEO & management, key indicators, key indicators, tech conferences & webcasts, insider transaction, rebalancing recommended based on research.
Strategies reserved for institutions
We offer our clients access to investment strategies that are usually reserved for institutions and the largest fortunes. Your assets thus benefit from allocation solutions that are more selective, more advanced and fully aligned with your ambitions.
Let's discuss your investment strategy
Rick Andersen
Founder - Anders Invest
