The great explorer of the truth, the master-builder of human happiness no one rejects dislikes avoids pleasure itself because it is pleasure but because know who do not those how to pursue pleasures rationally encounter consequences that are extremely painful desires to obtain.
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We provide a private, client-paid investment advisory service.
In the age of the internet, it is possible to find endless amounts of information about anything, investments included. In reality, however, it's easy to get overwhelmed by a plethora of facts, contradictory opinions and lucrative offers, unsure of the right decision to make with your money. We offer you our expertise in the field, and are ready to help you manage your investments rationally and safely.
We are committed to providing each client with personalized advice focused on meeting their goals at all times. Our advices are based on decades of proven (and Nobel Award-winning) strategies, always with the utmost attention to the safety and protection of your assets.
We only recommend investments that we fully trust and have our own money in.
Expertise
We have years of experience based and high qualification (Stepan is one of the few advisors in the Czech Republic holding the prestigious EFA {European Financial Advisor} title).
We know the local environment, legislation and market specifics.
Transparency
We are paid directly and fully transparently by the client, primarily by a share of the profit made.
Our motivation is not to sell products, but to build a long-term cooperation based on meeting your financial goals.
Individual approach
Investments are not just hard numbers. When managing your portfolio, we will actively explain everything to you, educate you and help you through the more difficult market periods. We will be happy to discuss your thoughts and intentions with you.
Tailor-made portfolio
Affordable & Proven
We will help you identify your financial goals, your available financial resources and based on this we will prepare your personalized investment portfolio.
We use decades of proven investment strategies that we apply with Wealth Protection principles.
- Individual investment plan
- Reporting
- Long term cooperation
Individual pension plan
Safe & Sound
Whether you're a F.I.R.E. enthusiast or a few years away from pension, we can help you plan and implement your ideal retirement scenario.
We know all the pension products and tax benefits, and can even calculate your state pension entitlement for you.
- Retirement strategies
- Pension products and tax benefits
- State pension eligibility
Get our feedback
Honest & Unbiased
Do you hold any investment assets but are not sure that everything is set up optimally?
Have you received a "good deal" and want to know if there are any hidden risks?
Do you want to analyse your portfolio held abroad?
- Review of your portfolio
- Discussion of your intentions
- Analysis of various offers
Take advantage of our time and experience
Fill out this short form and one of our english-speaking advisors will reach to you in no longer than 24 hours.
Still Having Questions?
Need Some Help?
Whether you’re stuck or just want some tips on where to start, hit up with our experts anytime.
Contact Us Soon
info@czechadvisors.cz & +420 723 599 563