Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
2 years
Location
Remote
Maat Investment Group GmbH
Supported
Total advisors
4Clients per advisor
2 Very LowAvg AUM per client
$233,333 Very LowHNW client ratio
100% Very HighDino Moertl is a CFA® charterholder affiliated with Maat Investment Group GmbH, where he has worked since 2023. He has two years of industry experience with prior roles at Blackster Capital GmbH and Paradigm Capital AG. Moertl is also the managing director and sole shareholder of Franklin Capital GmbH, a private holding company managing personal proprietary assets. Maat Investment Group GmbH provides discretionary investment management through separately managed accounts, primarily serving high-net-worth and qualified individual clients. The firm employs a research-intensive, fundamental investing approach with a concentrated portfolio focused on long-term capital preservation and seeks above-average returns over a market cycle.
Based on Maat Investment Group GmbH
0.95% annually (1.5% subject to specific client circumstances)
20% of net annual profits after exceeding a 4% annual hurdle rate and a high watermark over a 10-year look back period, applicable to qualified clients with net worth over $2,200,000 or accounts over $1,100,000
Account minimum: $1,000,000
Texas
2 years of industry experience
Maat Investment Group GmbH
2023 - Present • 3 years
Munich
Maat Investment Group GmbH (In Formation)
2023 - 2023 • 1 year
Munich
Cfa Institute
2022 - 2024 • 2 years
Munich
Blackster Capital GMBH
2020 - 2023 • 3 years
Munich
career break
2019 - 2020 • 1 year
Munich
Paradigm Capital AG
2017 - 2019 • 2 years
Grãnwald
Application Process
2017 - 2017 • 1 year
Munich
University of Oxford
2016 - 2017 • 1 year
Oxford
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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