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Disclaimer: Portfolio DOC does not currently provide any investment advisory services or other financial services requiring a license under the German Banking Act (KWG) or the German Investment Firm Act (WpIG). Such services will only be offered after obtaining all necessary licenses and regulatory approvals, including those from BaFin where applicable.

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	Individual Advice	Client Control	Level of digitalization	Market Data & Research

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Strong

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What our clients say

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

Philip Frerks

Lawyer

Thanks to active monitoring and quick adjustments, I'm always up to date. My investments are continuously optimized, which gives me great security.

Lisa Yuan

Financial Director

I am impressed with how the team always keeps an eye on the market, identifies trends early, and informs me personally. My portfolio benefits greatly.

Rojhat Konar

Civil Engineer

I am enthusiastic about Portfoliodoc's holistic approach. The regular reviews and ongoing support give me confidence that my portfolio is always in top shape.

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