Markus Resch Email & Phone Number

Experienced Financial Planner with a broad range of investments and a network of experts to provide and transact personal finance concepts. Experts support my job for providing full service for my clients. Experts for international law and tax law, investment analysts, asset manager as well as experts for company pension schemes or evaluating closed-end funds for reselling.Specialties: Our core competencies include: Financial Planning through the whole Life cycle. Rebalancing and optimizing of assets using the modern portfolio theory by Harry M. Markowitz, Closed-end investments, real estates, private placements, asset management and insurances

• Senior Financial Planner

  Efc Financial Planning & Services Ag

  Apr 2005 - Present

  Strategical Financial Planning needs an close and confinding partnership between the clients and me. As an independent consultant I care about coverage and financial investments for my clients. Financial investments means administration of assets using traditional und non-traditional assets e.g. investment funds for bonds and shares, participation in ship ownerships, private equity funds, renewable energy funds, closed property funds, traded endowment policies (TEPs), commodities, leverage investments, direct real estate investments in Germany, tax-saving modells or using international double tax agreementsAs insurance broker coverage means to protect the clients and companies for existential risks. Using insurances like D&O Policies, liability insurances, compensation insurance, complementary insurance, health insurance, insurance of property...Financial Planning comprehend implementation of retirement arrangements, company pension schemes and life cycle consulting.