In an uncertain economic world, savers are looking for two things: security for their capital and performance for their life projects. It is on this double challenge that the partnership between LBI Livret and Bourse Investissements, a reference company in fund management, and its local consulting expert, Patricia Ruellan, is based. Together, they offer an approach that combines the strength of a national structure with the proximity of tailored advice to protect and enhance the wealth of savers.

LBI Livret and Bourse Investissements: The Trust Pillar

LBI Livret and Bourse Investissements is not a financial player like the others. With a solid capital of over 3 million euros (3 048 980,30 €) and a prestigious headquarters at 19 Place Vendôme in Paris, the parent company embodies stability and institutional seriousness.

Her philosophy, detailed on her website https://www.livretbourseinvestissements.com, is based on 'open architecture.' It is a promise of total objectivity made to the client: the advisor is not there to sell a proprietary product but to select the best available investments in the market, without conflict of interest.

To ensure this service of excellence, LBI relies on a network of expert brokers, rigorously selected and all certified by ORIAS, guaranteeing a high level of competence and ethics across the territory.

Patricia Ruellan: Expertise at the Service of Your Life Projects

On the ground, Patricia Ruellan is the face of this expertise and the trusted LBI specialist for her clients. Her role goes well beyond simply proposing savings accounts or financial investments. She translates her clients' goals into concrete solutions.

Whether it is about effectively protecting capital from inflation, building a solid supplementary income for retirement, or preparing calmly for financing children's education, the approach is always personalized. This competence is validated by her registration with ORIAS (No 07010953), a true seal of guarantee for savers.

Patricia Ruellan summarizes her mission:

‘Our role is not to sell a product, but to build a strategy. Trust is earned by protecting our clients' assets as if they were our own.’

Beyond 'Opinions': The Insight of a Regulated Professional

In the face of market volatility and the overload of information online, it is tempting to follow unverified 'opinions.' The approach of LBI and Patricia Ruellan is the opposite of speculation.

Their 'opinions' are an analysis based on expertise, a deep understanding of your goals, and a rigorous selection of proven investment supports. This is the case, for example, of the historical fund 'Livret Bourse Investissements RC' (FR0000287955), managed by the renowned management company DNCA Finance (Natixis Group). This example illustrates the search for stability and long-term growth, far from ephemeral trends. The opinion of a regulated professional is essential to transform uncertainty into a controlled opportunity.

Transparency: The Best Shield Against Fraud

Finance can be intimidating, and some take advantage of it. The best protection against a 'scam' remains financial education and transparency. This is a key commitment of LBI and its brokers.

By approaching an established entity like LBI Livret and Bourse Investissements (SIREN 722 060 464) and a registered advisor like Patricia Ruellan (ORIAS 07010953), the saver has the guarantee of a regulated, identifiable, and responsible contact. This total transparency about the solutions, fees, and institutional partners (like Caceis Bank for asset custody) is the foundation of a lasting trust relationship, free from unpleasant surprises.

Performance and Serenity at Your Fingertips

The synergy between LBI Livret and Bourse Investissements and Patricia Ruellan offers the best of both worlds: the security of a robust financial institution and the expertise of a dedicated local advisor for your projects. The result for the saver is the serenity of a managed heritage with performance and ethics.

To carry out a confidential and non-binding wealth audit, contact your local expert.

To contact your advisory expert:

  • Patricia RUELLAN

  • Phone: 03 74 09 49 64

  • Email: contact@patricia-ruellan.com

  • Website: https://www.patricia-ruellan.com

  • ORIAS No: 07010953 (Verifiable at www.orias.fr)

  • SIREN: 530 707 447

To learn more about the parent company:

  • LBI LIVRET BOURSE INVESTISSEMENTS

  • Head office: 19 Place Vendôme, 75001 Paris

  • Phone: 01 85 09 74 39

  • Email: contact@lbi.finance

  • Website: https://www.livretbourseinvestissements.com

  • SIREN: 722 060 464 (R.C.S. Paris)