Less For The Middlemen
More For You
Putting your capital to work - not into someone else’s pocket.
We offer professional, highly personalized wealth management services.
As an independent firm, every investment decision is guided solely by what we believe is best for you—never by commissions or products designed to enrich middlemen and financial intermediaries.
The information provided on this website is for informational purposes only and does not constitute financial, investment, or legal advice or services, nor an offer or solicitation of an offer or a recommendation to take investment decision or to deal in any investment. Past performance should not be considered and is not indicative of future results or nor is it a guarantee for future performance and no representation or warranty (express or implied) is made as regards to its future performance. Investors should consult a professional before making investment decisions.
Historical Performance of a €100,000 Investment Over 15 Years
Based on the historical performance of our portfolios compared with a traditional bank deposit
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How We Invest
To address this, we offer carefully designed portfolios, tailored to align with varying levels of risk and return expectations. Our goal is to provide solutions that meet the needs of our investors, ensuring there’s a portfolio for you.
We are committed to making investing in the financial markets straightforward, accessible, and inclusive for everyone. By simplifying the process and providing expert guidance, we aim to navigate you through the complexities of finance.
Note: All investments are subject to market and/or otherwise risks. Past performance should not be considered and is not indicative of future results or nor is it a guarantee for future performance as the value of investments may fluctuate due to a number of factors including, among others, market conditions, economic factors, and other external influences.
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Our Philosophy
At Numisma, we leverage economic, geopolitical, and mathematical expertise to construct and rebalance our portfolios. Our goal is to mitigate losses during economic downturns while delivering competitive returns. Our portfolios are designed and rebalanced with a steadfast focus on long-term growth and stability