The business model of Forma Futura is geared towards the long-term achievement of goals and avoids conflicts of interest. Our corporate culture is based on clear values:
We are committed to the responsible use of money. We see ourselves as part of a financial system that is not an end in itself, but rather serves the real economy. As a result, we strive to create value for a future worth living.
Our way of thinking is long-term and holistic. Along with the economic perspective, we consider the social and environmental dimensions in all of our investment decisions. In this way, we set the course for a future worth living.
We treat our fellow human beings and the environment and its resources with mindfulness, respect and tolerance. We encourage critical discussions on issues regarding a sustainable quality of life to discover positions that we can explain to our clients.
We are committed to the greatest possible clarity and openness towards our clients. We inform our clients regularly regarding the financial performance of their portfolio, the contribution it makes to a sustainable quality of life and which fees and charges are incurred.
We express our opinions. We want to stimulate thought and inspire ourselves and others to rethink positions. Since we have no binding interests in providers of financial products, we can do this without having to offer products that do not comply with our values or investment criteria.
We live the values of our company and, in doing so, offer tangible benefits to our clients.
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«My personal goal is to put our values – responsible, sustainable, respectful, transparent and courageous – into practice. Forma Futura allows me to provide impartial advice to our customers without any conflicts of interest and to offer honest, fair and good service.»