Individual Portfolio Management

We strive for efficient and long-term appreciation of your assets. The indicator of how successful we are in meeting these objectives is the average appreciation of our clients’ deposits at 5.5 - 6.5% p.a. for the years 2008 to 2020 with a conservative to balanced approach to investments.

• 

  Presentation of our services

  We will provide you with comprehensive information about our company,
  the investment system, the legislative protection of your investment, the fees
  and the risks associated with investment.

• 

  We will complete investment questionnaires with you

  Your needs and goals are unique, so it is important to know your financial plans, investment horizons and investment experience.

• 

  Selection of investment strategy

  After a thorough analysis of your investment requirements, capacity, knowledge and experience, we will propose the most suitable strategy for increasing your assets.

• 

  Presentation of our services

  We will invest your funds in line with the agreed investment strategy, creating an individual portfolio of securities, bank products, unit certificates and other financial instruments. The creation of individual portfolios is a continuous development process. We are constantly looking for suitable investment opportunities and devise financial products that meet your requirements. This process involves regular in-depth analyses, thorough market knowledge and years of experience in collective investment.

Your portfolio is evaluated and fine-tuned throughout the investment period on a daily basis.
We adjust it to changes on the financial markets and changes in the volume of your investment.

You can increase or decrease the amount of managed funds at any time. We will take care of sufficient and timely liquidity.

We are required to keep your funds separate from the assets of IAD Investments on your separate account, which is open in Československá obchodná banka, a.s. We manage your individual portfolio as an investment service pursuant to Act No. 566/2001 Coll. on Securities and Investment Services. We manage your funds and securities with professional care, based on our own judgment of an experienced portfolio manager. Of course, we keep internal records for your portfolio account.

As a client of IAD Investments, you will be able to track the balance and development of your portfolio using secure access to IAD ONLINE. Every six months, we prepare your Portfolio Management Report, which we evaluate with you. We communicate with you regularly. We are available 7 days a week and 24 hours a day and we always consult important suggestions and changes with you. We will provide you with access to current information in person, by phone or by e-mail at any time.