1. Vision
It is our aim to bring our clients the top investment products offered by global financial markets at the given time. Based on comprehensive analyses, we create investment solutions resulting in long-term appreciation of the property value. The offer is enriched by our own private equity projects.
2. Values
At our work, we respect the legacy of the most successful investors in the world – Benjamin Graham, Jack Bogle, Philip Fisher, and Bill Gross; we value the procedures applied by Warren Buffett in Berkshire Hathaway. Our clients are considered our partners; in majority of the projects, we invest together with them.
3. Objectivity and independence
We are not bound or limited by products of our group and we can thus propose unique solutions with optimum investment profiles for each client. We are oriented on net yields from the investments. So, if we choose from several options, we will prefer those exempted from taxes and health insurance contributions.
4. Individual approach
An investment advisor is available for each client. We are aware of your expectations and individual investment goals. Legal and tax advisory is a granted part of our services.
5. Transparency
We are holders of a securities brokerage licence on the Slovak financial market. We operate under the surveillance of the National Bank of Slovakia and we are a member of Garančný fond investícií (Investment Guarantee Fund). We provide our clients with investment services based on the same licence as banks.
6. Investment committee
The selection or management of investment products is provided by investment specialists with long-term experience who have worked in reputable domestic and foreign financial institutions.
7. Investment advisors
The team of our group consists of skilled investment managers who have worked in important positions in the field of investments and finances both in Slovakia and abroad. The basic precondition of success in the revaluation of our clients’ wealth is the long-term knowledge of the operation of big investment companies and detailed knowledge of “best practice” and its application in practice.
8. Online overview
Our clients can access their investment accounts 24 hours a day, 7 days a week through the Internet. They can monitor the investments performed, development of their values, and every transaction on their accounts.
9. Social responsibility
We do not forget the public benefits from investments as well. Our investments support several projects with benefits for the whole society such as the area of “green” power sources and environment. We also actively support sports. We have a long-term partnership with the extra league futsal team ŠK Across Pinerola and we support young talents in the field of squash, cycling, and athletics. Apart from other sportsmen, we support Matej Tóth, an Olympic winner in racewalking, and Ján Volko, a sprinter and a silver medal winner at the European Indoor Athletics Championship.
