The Persistence of Independent Analysis.
At SALytic Invest AG, our history began with a refusal to accept the status quo of retail banking. We built a firm anchored in Cologne, but focused on the global rigor required by institutional and private family mandates.
St.-Apern-Straße 26: The architectural core of our analytical process.
01 / The Catalyst
In the early 2000s, the German financial landscape was dominated by product-driven sales. Our founders, veterans of institutional asset management, identified a widening gap: family offices and foundations were being sold "solutions" rather than receiving genuine, data-driven advice. SALytic Invest AG was born from the specific frustration of seeing complexity sold as security.
02 / The Name
The name SALytic is a deliberate portmanteau of Sustainable and Analytic. These are the two non-negotiable pillars of our investment framework. We believe that long-term asset resilience (MX Merchant standards) cannot exist without forensic decomposition of data followed by a filter of institutional sustainability.
03 / The Independence
We remain explicitly free from commission-based incentives and external shareholders. For us, independence is not just a marketing term; it is a structural safeguard that ensures our interests are legally and financially tethered to our clients’ performance in the German and US markets.
Navigating Volatility Since 2008.
Our history includes navigating the 2008 global financial crisis and the 2020 pandemic volatility. In both eras, the SALytic Invest AG methodology proved its value by adhering to discipline rather than trend-following. By treating every security like a forensic audit, we effectively insulated our client portfolios from speculative bubbles that derailed many index-based strategies.
Documented Forensic Audit Standards
The Transparent Fee Model
Unlike traditional managers, we utilize a flat management fee structure. No hidden costs, no front-end loads, and no kickbacks from fund providers. This aligns our growth directly with yours.
100% Alignment of Interest
Partner-Led Portfolios
Every mandate is directly overseen by a senior analyst. We maintain a deliberate limit on the number of clients we serve to ensure accessibility and depth.
Forensic Accounting Over
Market Sentiment.
Quant Screening
We begin with a global equity and bond universe, applying strict MX Merchant and value-based algorithmic screens to eliminate 95% of outliers.
Fundamental Deep Dive
Our analysts perform direct fundamental research, dissecting balance sheets and cash flow statements to find hidden intrinsic value others miss.
ESG Integration
Sustainability is not an "add-on" product. It is a risk management filter applied at the molecular level of every investment decision we make.
Founded in Cologne.
Aligned for the world.
Whether you are a family office trustee, a board member of a foundation, or a high-net-worth individual, our analytical office in Cologne is ready to review your current allocation.