"Die Vorsorge ganzheitlich betrachten"
«Es ist immer wichtig, finanziell unabhängig zu bleiben», sagt Johanna Heeb. Sie ist Inhaberin der Dorata Finance AG in Schaan und in den...
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Independent from
the start to the goal
Dorata for your Finances
Tel: 123.456.7890
We Offer
Investment Consulting
We offer experienced investors support in managing their assets. Through individual analyzes of portfolios, we try to objectively assess the asset management process and control it in a targeted manner.
SERVICES
Pension Advice
For many working people, the pension fund balance is one of their greatest assets, but they only have very limited knowledge about it.
Asset Manager Advisory
As an asset manager, you are interested in potential investors being made aware of your investment solutions. In order to successfully cover investor demand with the offer, some basic requirements must be met.
Especially when it comes to important issues such as finances and pensions, you need a strong partner with the perfect technique, who sets the right pace and direction. A combination of knowledge and experience to achieve your goals.
As an independent strategy and management consultant, we help our clients to identify risks and to understand and evaluate opportunities. In this way, we create transparency and pave the way for decision making. We value a holistic approach and, as an independent investment specialist, exclusively represent the interests of our clients.
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