Investment Center

Modern times require a modern approach to finances

Investment Center

Modern times require a modern approach to finances. The Slovak market still uses products that should have been long forgotten. Thanks to the establishment of an investment company, we bring an efficient and inexpensive way of saving, without hidden and cluttered charges, without illogical combinations with various other products and with only one goal, enabling people to make responsible decisions and plan their finances effectively in their lives. Within this product, we have created three categories so that we can set it up for each client according to their current needs and capabilities.

Save for Tomorrow

Slovakia is an economically fast-growing country and even with some regional differences, we see an increasingly rapid approach of living standards to Western countries. Unfortunately, this is not true of the social security system, which many already consider inadequate. Despite that, few realize the need to prepare for retirement, which may be several decades away. For those who understand the need to properly distribute the money earned throughout their lives, we have developed a product that not only provides effective pension security, but also provides flexibility in unpredictable life situations as well as changes in the client’s financial situation. This product uses our unique know-how and its advantageous conditions are possible mainly thanks to the use of our own investment firm.

To ensure that your product is set up correctly, we’ve divided it into three strategies:

Dynamic

The purpose of a dynamic investment strategy is to invest funds in global equity indices such as S&P 500, STOXX Europe 600 or MSCI World. The strategy allows investors to achieve above-standard appreciation over the long term in comparison to bond and money markets

Balanced

The purpose of a balanced investment strategy is to achieve average returns through the allocation of funds to both equity and bond indices, the combination of which allows broad diversification across global financial markets.

Conservative

The purpose of the conservative investment strategy is to achieve conservative returns focusing on low-risk, low-volatility assets that remain stable even in the event of an adverse global economic financial situation.

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