The Connectum model
As financial decisions become larger and more complex, many find it difficult to know where to start.
At Connectum, we don’t start with investments. We start by understanding your situation and what your capital is meant to support. Only when this is clear do we develop a plan and put the capital to work in line with it.
Understanding your situation
Get a clear picture of your situation
We always start our collaboration by getting to know you and your overall situation.
Before we talk about investments, we spend time understanding your situation. Together, we go through your goals, needs and any concerns or questions you may have.
The aim is to get a comprehensive picture of what your capital is meant to support and what framework applies.
This phase is all about dialogue and building understanding.
Holistic situation analysis
Goals and value mapping
Risk profile
Phase 2
Structure and strategy
Building a clear framework
Once the situation is clear, we develop a structured plan.
The plan is based on your goals, your time horizon and the level of risk that is right for you. It sets the direction for how your capital should be invested and how ownership should be structured.
Goals and time horizon
Risk and limits
Basis for the investment strategy
Phase 3
Management
Disciplined execution
Once the plan is in place, the capital can be put to work.
Investments are made in line with the agreed strategy and follow the plan over time. The constructed portfolio is broadly diversified and systematically managed, based on documented academic evidence.
Connectum receives no commissions or product incentives. Decisions are made based on your goals and constraints.
The strategy remains consistent over time, even when markets fluctuate or new products are introduced.
Investments are chosen based on your goals
The strategy is fixed over time
Your interests come first
Phase 4
Follow-up over time
Ongoing adaptation
Over time, we follow up the plan and investments together with you. New goals, changes in your situation or important life events may make it necessary to adjust the plan.
Through regular dialogue, we assess whether the strategy is still right for you and aligned with what you want to achieve. This is how we ensure that your investments continue to support your goals over time, even when your situation changes.
Regular follow-up
The strategy is assessed on an ongoing basis
The plan is adjusted as needed
FAQ
How do you work with me from start to finish?
We start by reviewing your entire situation so that we understand what you have and what choices you face. Then we create a plan for what your capital is meant to achieve. Only when this is in place are the investments put in place and followed up over time.
What happens if my situation changes?
When your situation changes, we assess what it means for your plan and adjust where necessary. You don’t have to start over every time something happens. The goal is to ensure that what you do remains consistent over time.
When will you start investing my money?
Your capital is only put to work once it is clear what it is meant to support. This means that investments are based on a clear plan, not on individual decisions along the way. Then you know what has been done and why.