Philosophy
More. Values.
Stability of value is one of the supporting pillars for the long-term preservation of capital. The price of an asset is always a snapshot and does not reflect its value at all times. Our goal is to create value not in nominal terms, but in real terms, as protection against inflation and devaluation. In addition to classic real estate, shares also reflect substance as a share in the production capital of an economy.
More. Goals.
Together we define your goals. Our aim is to achieve above-average investment results and to offer you attractive investment opportunities. This ranges from customised equity portfolios to high-yield corporate investments to special real estate projects. Just as with a high-quality watch movement, dedication and passion for the product are crucial for us to achieve your goals.
More. Farsightedness.
Keeping an eye on the big picture requires a strong team and innovative ideas. We work with experienced experts in various asset classes for your success. To achieve this, we use our expertise in equities and real estate and rely on successful cooperation with a strong network of external financial managers. For us, it is not size but quality that is the measure of success.
Approach
In our strategy portfolios, we follow a rule-based, quantitative approach. We implement this approach at predefined time intervals at various levels of action.
Our goal is to find the right balance between risk and return. With our portfolios, we pursue an active approach, both on an individual equity basis and via ETFs and funds.
Constant review of the investment prozess
Signal
Forqward indicator provides a buy or sell
Buy
Stock selection per index according to ranking list
Sell
Gradual reduction oft he equity quota
Rule-based implementation on a monthly basis
Team
Every employee sees himself or herself as part of the entire TAM team. Together, we have decades of experience in the securities and real estate markets. This enablies us to provide convincing services four our customers.
Advisory Board
Tappert Asset Management GmbH is supported by an expert and competent advisory board. The central task is to advise the management and privide support an strategic issues.
Contact
Stefan Tappert
MBA (FH)
Financial Economist (EBS)
Commodity Professional (HSLU)
+49 221 952 40 52-0
s.tappert@tappert-asset.de
Investment advice according to section 2 para. 2 no. 4 German Wertpapierinstitutsgesetz (WpIG) and investment brokerage according to section 2 para. 2 no. 3 German Banking Act shall be made on behalf of, in the name of, for the account and under the liability of the responsible legal entity BN & Partners Capital AG, Steinstraße 33, 50374 Erftstadt, according to section 3 para. 2 WpIG. BN & Partners Capital AG has a corresponding license from the German Federal Financial Supervisory Authority (BaFin) in accordance with section 15 WpIG for the investment services.