Precision in portfolio construction through deep analytical rigor.
At SALytic Invest AG, we transcend traditional asset management. We operate as an analytical powerhouse, translating complex market data into stable, long-term investment architectures for institutional allocators and private family offices.
Structural Solutions for Global Wealth
Our service spectrum is designed around the friction points of modern capital. From the regulatory complexities of mx merchant integration to the multi-jurisdictional reporting required by the SALytic Invest AG family office framework, we provide clarity.
Private Asset Management
Bespoke mandates tailored to the individual risk profile of high-net-worth individuals. We manage liquid assets with a focus on capital preservation and tax-efficient growth across German and international markets.
- — Individual Risk Budgeting
- — Direct Equity Selection
- — Custom Liquid Alts
Institutional Solutions
Scalable investment vehicles and special fund mandates for pension schemes and foundations. Specialized in Liability-Driven Investment (LDI) strategies and BaFin-compliant reporting structures.
- — Special AIF Mandates
- — Advanced Risk Overlay
- — ESG Regulatory Mapping
Multi-Family Office
Strategic coordination for complex family estates. We act as the central analytical hub, consolidating reporting for real estate, private equity, and liquid holdings into one transparent dashboard.
- — Cross-Asset Reporting
- — Succession Planning
- — Concierge Investment Desk
The SALytic
Methodology
Our active management philosophy is built on three distinct layers of validation. Unlike passive indexing, we exploit market inefficiencies through systematic screening and qualitative judgment.
"We don't buy markets; we select companies through a filter of institutional resilience."
Investment Committee DirectiveQuantitative Hard-Filter
We process thousands of data points via mxmerchant-grade analytical tools to identify 'Dividend Aristocrats' and cash-flow champions. This phase removes emotion from the equation, focusing strictly on balance sheet strength, free cash flow margin, and debt-to-equity ratios.
Qualitative Manager Assessment
Data only tells half the story. Our analysts engage directly with management teams and industry experts to evaluate regional competitive advantages. For a client seeking stable income, we might pivot from traditional German industrials to global REITs if the underlying qualitative drivers suggest a shift in the yield curve.
Annual Analyst
Conference Hours
ESG Sustainability
Integration Score
Scenario-Based Risk Calibration
Before any capital is deployed, every mandate is subjected to a 2008-style stress test. We model the impact of European Central Bank interest rate shifts and geopolitical volatility in the US to ensure the portfolio's historical resilience isn't just a back-testing anomaly.
Trade-off Analysis
We prioritize long-term stability over short-term yield maximization. Our mandates are built for the multi-generational horizon of a Cologne family office, not the quarterly volatility of retail investment apps.
Active Resilience in Practice
Income Generation Mandate
For a local foundation, we constructed a portfolio anchored by German 'Dividend Aristocrats'. By integrating quantitative filters with MX Merchant transaction data analysis, we identified undervalued infrastructure assets that provided a 4.2% yield during a flat market cycle.
View Fund Specs"Strict ESG mandates required 100% exclusion of fossil fuels while maintaining institutional liquidity."
- EU Equities45%
- US Treasury30%
- Private Debt15%
- Cash Reserve10%
Outcome
Maintained alpha through diversified yield sources, resisting the drawdown seen in pure index-tracking competitors during the 2025 volatility spikes.
Alignment of Interests
SALytic Invest AG operates under a transparent, volume-based fee structure. We reject the opaque models of traditional retail banks. Our success is fundamentally tied to the long-term growth of your assets, not the frequency of your transactions.
No Hidden Retrocessions
We do not accept kickbacks from fund providers. Our advice remains objective and independent.
Direct Accessibility
Your portfolio manager is directly reachable. Our analyst-to-client ratio ensures deep personal oversight.
Quality Reporting
Complexity shouldn't mean confusion. Our quarterly reports translate technical market movements into clear, actionable insights for foundation boards and family trustees.
Discuss your mandate with an institutional expert.
Whether you are reallocating during European market volatility or establishing a new multi-family office structure in Cologne, our analysis starts with your specific constraints.