Wealth management
We allocate your savings by goal, horizon and risk tolerance and track them with quarterly reports.
Annual advisory fee: 0.8% of assets
Open the volumeLevent · since 2014
Every goal has its own volume.
Retirement, a child’s education, a home, the company’s future. We write each goal down, build a plan for it and report every quarter. We sell no products.
Pick a volume from the shelf to see how much you need to save each month.
Retirement
In today’s money, savings for extra income in retirement.
Assumption: 4% real return a year (above inflation), regular monthly saving.
You need to save each month
16.491 TL
- You will put in
- 3.957.765 TL
- From returns
- 2.042.235 TL
- Target
- 6.000.000 TL
General information only, not investment advice. Actual returns vary.
Volumes on our shelf
Six services, six volumes. Tap one and we’ll pull it out.
Retirement planning
We put state pension, private pension, rent and savings in one table and work out your monthly income in retirement.
One-off plan: 18,000 TL
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Corporate finance
Cash-flow planning, bank loan preparation, capex budgets and partner talks for SMEs, alongside the board.
From 45,000 TL a month
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Risk and insurance
An independent review of your life, health, home and business insurance; we report missing and excess cover.
One-off review: 9,500 TL
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Tax planning
We plan rental, investment and freelance income declarations at the start of the year with your accountant.
24,000 TL a year
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Family business and succession
Generational transition, family charters, shareholdings and succession; a neutral table for family meetings.
Project-based; first meeting free
Open the volume
What happens at the desk?
Four pages from first meeting to first report.
- Folio IWe listen
The first meeting is free and an hour long. We write down goals, income and worries.
- Folio IIWe write
One page per goal: when, how much, at what risk.
- Folio IIIWe build
We implement at your institution with your approval.
- Folio IVWe report
One page each quarter: what happened and what we changed.
Our advisers
Licences public, names under every report.
Ahmet Kaya
Founding partner
CMB Advanced Licence · CFA
Wealth, family businesses
Leyla Demir
Portfolio manager
CMB Portfolio Management
Retirement, individual portfolios
Murat Sezer
Tax and audit
Certified Accountant · Auditor
Tax planning, SME finance
Zehra Yalçın
Risk and insurance adviser
Insurance Arbitration Expert
Life, health, business cover
From our clients
Initials only, for privacy.
We came eight years before retirement. A one-page report every quarter; we understand what they do and why.
Two meetings they chaired solved what my father and I couldn’t discuss. Our family charter has been in force for a year.
They read my policies: two covered the same risk, one covered nothing. I save 14 thousand lira a year.
A one-hour first meeting
Free and non-binding. At our office, by video or phone. Let’s start writing your goals there.