WE CREATE A PREMIUM ENVIRONMENT FOR INVESTMENT PROFESSIONALS WHO SPECIALIZE IN FEE-BASED INVESTMENT ADVISORY. OUR GOAL IS TO MAKE CLIENT WORK AS EASY AS POSSIBLE FOR INVESTMENT ADVISORS. WE RELY ON EXTENSIVE EXPERIENCE, DEEP KNOWLEDGE OF FINANCIAL MARKETS, AND REFINED KNOW-HOW.
WE HAVE OBTAINED A LICENSE AS A SECURITIES TRADER, CHANGING THE EXISTING RULES ON THE MARKET. FOR MORE INFORMATION, CLICK THE LINK.
We offer investment professionals in the Czech Republic a truly premium working environment. We've developed a unique investment management platform and place strong emphasis on continuous education. This enables our advisors to achieve outstanding results.
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If you want to specialize exclusively in investment advisory, you won’t find a better partner in the Czech Republic for your business. Comprehensive portfolio modeling tools, advanced digitalized administration, constant innovation.
In our portfolios—especially those with an equity strategy—we primarily use passive index replication. We don’t bet on the active approach of portfolio managers. We prefer the certainty of an average return (less our fee) over the uncertainty of an above-average return with the risk of a significant underperformance.
We follow a path of specialization. We focus exclusively on investments to achieve the best possible results in this area. We don’t reinvent the wheel—we build on solid foundations.
We specialize in ETFs and index investing, SRI investments, and globally diversified portfolios. We see the future in a socially responsible approach to investing.
Our vision is to provide investment advisors in the Czech Republic with the perfect environment for their work. This naturally includes education and professional support. That’s why we regularly organize investment workshops, webinars, hands-on seminars, trainings, and roadshows. Join us!
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