Skip to content

Asset Management

The first asset management+

where you only pay fees

when we make a profit for you.

  • Human, rather than theoretical risk management
  • With the + of investment opportunities for your passive income
  • -licensed
  • High-Watermark Video Tutorial
Ready to get started?
Still unsure? Our Support-Center can help!

Build your passive income with us

You give us the direction
and we put your personal Portfolio+ together

  • Automatic monitoring and rebalancing of your portfolio
  • Individual investment strategy with the + of investment opportunities
  • Only pay fees when you make a profit
  • Keller Asset Management AG’s more than 30 years of portfolio management experience

this is how invesdecenty works

No profit for you

No reward for us

With us you only pay an asset management commission, if your portfolio value also increases.

more

Human ≠ Theory 

Our risk management takes into account that your loss experience differs from the theory.

more

Independent!

No conflicts of interest due to retrocessions or other sales compensation.

more

Ready to get started?
Still unsure? Our Support-Center can help!
Investing in capital markets involves risks. Please refer to our risk disclosure.

We are here for you

Videochat

Convenient from home.
Arrange appointment

Support-Center

We will be happy to answer your questions. Didn't find the answer? Contact

Personal appointment

Make an appointment with us.
Arrange appointment

Telephone

E-Mail

Chat

+ 41 44 211 79 71
info@invesdecenty.ch

Company

About us
Press
Contact

Information

Support-Center
FAQ
Documents

Legal

Risk disclosure
Privacy and cookies
Legal disclosures
Terms and conditions

All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment.
amount cannot be guaranteed. Past performance is not an indication of future performance. Past and expected return and the prediction of probabilities.
are just for exemplification purpose and does not necessarily reflect future performance. Please refer to our  risk disclosure.

by

Keller Asset Management AG
Seefeldstrasse 27, 8008 Zurich
Tel: +41 44 211 79 71 – Contact
invesdecenty and the invesdecenty logo are registered trademarks.  All rights reserved.

Member of

There are no fees with invesdecenty unless we manage to increase your assets from year to year. Then you pay us 15% of this annual profit (which must always be above your personal Highwatermark ); 85% remains as your profit. If we don’t make a profit for you in one year, you don’t pay any fees and your Highwatermark, i.e., the highest ever achieved (annual) portfolio value, remains. Unless we reach this value again, you don’t pay a cent in fees (period!).
What is not included in this 15% management fee and has to be paid by you are the costs of the ETFs themselves. These amount to an average of about 0.15% to 0.25% and are already included in the ETF prices.

The basis for the most common economic theories is the concept of homo economicus, which serves as an abstraction of an average market participant. This person always acts rationally, maximizes his own utility and is always fully informed.

It can be assumed, however, that there are hardly any investors who use only their intellect and make all decisions exclusively according to economic principles. This is where behavioral finance theory comes in:

By means of experiments it was shown that individuals do not decide completely rationally, but their actions are also influenced by emotions, prejudices, past experiences and future expectations. Since, in most cases, individual information processing is also incomplete, this inevitably leads to unconscious and imperfect decision-making processes, which in turn lead to erroneous investment decisions in the securities portfolio.

A number of anomalies, inefficiencies and behavioral patterns have been studied in more detail so far and their influence on an individual’s investment behavior has been described (behavioral finance). Due to the diversity of anomalies, it will hardly be possible to mitigate all problem areas by an optimized portfolio selection, but the goal should be to select the portfolio allocation or the portfolio selection process in such a way that as many inefficiencies as possible are avoided.

A typical human (investment) behavior is, for example, to “bear” losses for too long, but to capture gains too quickly; simply because people or investors fear losses more (loss aversion) than they appreciate gains: many investors, for example, refuse to sell a stock at a loss in the hope that it will rise again above the entry price in the future (so-called disposition effect).

On the other hand, they sell shares with rising prices too quickly, because they “prefer the sparrow in the hand to the dove on the roof”.

At invesdecenty we counteract these behavioral aspects in investments (from a certain investment amount of usually CHF 100’000) among other things with stop loss and stop buy: as long as e.g., a stock/ETF is rising, we continuously tighten a stop loss (according to your investment strategy); and we only sell when this upward trend is broken.

We are independent and have no relationship with any particular ETF issuer in order to objectively select the best investment products for you. As such, we do not receive any kickbacks, rebates, finder’s fee or other distribution commissions as part of our asset management mandate.