The aim of investment consulting is to help our clients - both institutional and private - to gain an optimal yield from their capital. By optimal yield here we mean the highest possible return at keeping the risks at the level the client is willing to take and accept. Higher yields compared to fixed bank deposits can be gained by investing into securities (shares, funds, bonds, and money market instruments). The selected individual investment strategy always depends on the client's requirements and it is consulted with him/her in details so that it fully meets his/her objectives and profile. Minimization of tax burden goes without saying.

Basic investment strategies include:

Conservative strategy - its goal is to exceed yields from fixed bank deposits by several percentage points at a comparable risk. Considered are mainly investments to state bonds and the best-quality corporate bonds, state cash vouchers and money market instruments.

Growth strategy - its goal is to achieve a 2-4 % higher yield than the one in the conservative strategy at just a slightly higher risk; some 80% of assets is invested into bonds and 20% to quality diversified shares funds with lower risk (e.g. dividend funds).

Balanced strategy - its goal is to get higher yield compared to the foregoing option by several per cents. The risk of this option is higher because roughly 50% of assets is invested to shares funds, the risk of this shares portion is reduced by diversification by sectors, fields, investment styles, countries, currencies etc.

Dynamic strategy - return of this strategy depends on yields on shares capital markets that have long been above yields from bonds; about 90% of shares is invested to shares or shares funds that have a potential of capital growth.

We offer our clients mediation of trading with securities on public markets in the Czech Republic and abroad.

Thanks to our cooperation with a reputable partner we have access to markets of 75 countries worldwide. Therefore we can buy and sell various investment instruments not only on developed markets in the US, Japan and EU, but also in Eastern Europe, fast-growing East-Asia economies including China, South America, Australia or Africa. We also have access to several hundred funds investing in the mentioned territories.

Following securities are in question:

• Bonds
• Domestic (state, mortgage, bank, corporate)
• Koruna eurobonds
• Foreign bonds


• Shares
• Domestic
• Foreign


• Investment and portfolio funds
• Domestic
• Foreign

We offer our clients a comprehensive help or consulting at solving their specific problems and requirements. We seek products and solutions according to individual opinion. Our background leaning on a strong auditing firm includes also tax and legal consulting, expert's services and very vast choice of valuation.

We are offering you following corporate finance services:

• Search for a strategic partner for development of a company
• Joint-ventures
• Management buy in/out - help and consulting at getting control over a company by its management or external subject
• Help at financing projects and consulting at financial restructuring
• Consulting at acquisitions and mergers
• Public offering of shares
• Compulsory and voluntary takeover offers
• Changes in form of securities (booked shares, paper shares)
• Consulting in the area of capital and debit securities
• Help with compilation and presentation of Business plans and models

Safe-keeping of investment instruments is provided with help of a cooperating bank. Paper shares, bonds or other investment instruments are deposited in bank safe-rooms.

Care of investment instruments includes following services in the benefit of and on the account of the client:

• Payment of bond coupons
• Payment of dividends
• Maturity of bond principals
• Other events impacting rights of securities owners