We create an exceptional environment for investment professionals who specialise in fee‑based investment advisory. Our goal is to make advisers' work with clients as easy as possible. We build on deep experience, knowledge of the financial markets and refined know-how.
We have obtained the status of an investment firm and are changing the established rules of the market. Click the link for more information.
We provide investment professionals in the Czech Republic with truly first-class support for their work. We have developed a unique platform for managing investments and place great emphasis on continuous education. As a result, our advisers achieve outstanding results.
25,133
our clients
CZK 15,920,105,574
AUA
348
our advisers
References
If you want to specialise purely in investment advisory, you won't find a better partner for your business in the Czech Republic. Comprehensive portfolio-modelling tools, advanced administration, continuous innovation.
Marek Odehnal, MBA — owner and managing director, ODEHNAL & PARTNEŘI s.r.o.
In our portfolios we mainly follow passive index tracking in the equity strategy. We do not bet on the active approach of portfolio managers. We prefer the certainty of an average return reduced by our fee over the uncertainty of an above-average return with the risk of a marked underperformance.
We pursue specialisation. We focus solely on investments so we can achieve the best possible results in this field. We don't reinvent the wheel; we build on solid foundations. We focus on ETFs and index investing, SRI investments and globally diversified portfolios. We see the future in a socially responsible approach to investing.
You will learn much more about news in the world of investing and about the investment opportunities emerging on the Czech market. We look forward to seeing you.
Community
Our vision is to provide investment advisers in the Czech Republic with the perfect environment for their work. Education and professional support are an inseparable part of that. That is why we regularly organise investment workshops, webinars, hands-on seminars, training sessions and roadshows. Join us!
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