Your personal investment compass
Tell us about your goals, your time horizon and your appetite for risk. We will translate your answers into a clear, independent proposal — and reply within one business day.
Takes about five minutes. Entirely confidential and without obligation.
We want to understand you before we advise you
There is no single right portfolio — only the one that fits your circumstances. This short questionnaire is the first step in our advisory process: it helps our advisers in Stockholm and the USA understand what matters to you before we recommend anything. Your answers are treated in the strictest confidence and commit you to nothing.
Independent & confidential
We hold no in-house products and earn no hidden commissions. Your details stay between you and your adviser.
A reply within one business day
A senior adviser reviews every submission personally and responds within 24 hours — never an automated message.
Without obligation
The questionnaire and the proposal that follows are free of charge and carry no commitment to invest.
Tell us about your investment
The more you share, the sharper our proposal. Every field is optional except your contact details — answer what you can.
From questionnaire to proposal in four steps
You share your answers
You complete this questionnaire — five minutes is usually enough.
We study your responses
A senior adviser reviews your goals and reads them against current market conditions.
We meet to refine
We talk it through by video or in person in Stockholm or the USA, and adjust where needed.
You receive a proposal
You get a clear, written proposal with our reasoning — and decide, in your own time, whether to proceed.
Would you rather simply talk?
If a conversation suits you better than a form, our advisers are glad to start there.