Marcard & Schaefer

Built on Trust

We believe financial analysis deserves complete openness. Every aspect of our AI-driven market intelligence platform operates with full regulatory compliance and transparent practices.

Learn Our Story

Regulatory Foundation

Marcard & Schaefer operates under strict German financial regulations. Our Vermögensverwaltung GmbH structure ensures every client interaction meets BaFin's rigorous standards for investment advisory services.

This isn't just paperwork – it means your financial data receives institutional-grade protection, and our AI recommendations follow established fiduciary principles.

BaFin-ID: 10159690

Licensed and monitored by Germany's Federal Financial Supervisory Authority

Your Data, Protected

Financial information requires exceptional security. We've implemented multi-layered protection that goes beyond standard GDPR compliance.

  • End-to-End Encryption
    All portfolio data encrypted during transmission and storage using AES-256 standards
  • Minimal Data Collection
    We only collect information essential for market analysis – no unnecessary personal details
  • EU Server Infrastructure
    Your data never leaves European jurisdiction, hosted in Frankfurt and Amsterdam facilities
  • Regular Security Audits
    Quarterly penetration testing by independent German cybersecurity firms

Bank-grade security infrastructure protecting client investments

Matthias Zelenko

Chief Investment Officer

Started analyzing European markets in 2009, focusing on algorithmic trading patterns. His approach combines quantitative methods with behavioral finance principles, particularly around market volatility periods.

Professional Background
CFA Institute member since 2012
Former Deutsche Bank quantitative analyst
15+ years institutional portfolio management

Ingrid Kowalski

Head of Compliance & Risk

Ensures all AI-driven recommendations align with German investment regulations. Previously worked at BaFin overseeing fintech compliance, bringing regulatory insight directly to our technology development.

Regulatory Expertise
Former BaFin supervisory specialist
German Securities Law certification
EU Financial Services compliance expert

Clear Fee Structure

Analysis Platform

€89/mo

AI-powered portfolio analysis with real-time market intelligence and regulatory compliance monitoring

Advisory Consultation

€180/hr

Direct access to certified investment advisors for strategy discussions and portfolio optimization

Custom Research

€350/report

Detailed market analysis reports tailored to specific investment objectives and risk parameters

All fees disclosed upfront with no hidden charges. Investment advisory services subject to German financial regulations with full fee transparency per BaFin requirements.

Questions About Our Practices?

We welcome inquiries about our regulatory compliance, data handling, or fee structure. Transparency means being available to explain how we protect and serve your financial interests.

Phone
+19133375526
Email
info@marcardonline.com
Office
Berlin, Deutschland
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