Individual Portfolio Management

Individual portfolio management is primarily about money. To us, money takes the second place, because our priority has always been the client’s trust. We respect your vision, goals and motivation and increase your wealth accordingly.

Individual portfolio management is a systematic and comprehensive management of the client’s funds using the portfolio management investment service. We consider it the highest form of care for the client’s assets.

[Translate to English:] Privátne bankovníctvo

Individual approach to the client
and accessibility make us exceptional.

We provide private and individual management of funds
starting from EUR 30 000.

Individual Portfolio Management with IAD Investments

We have been very successful

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 2016 with a conservative to balanced approach to investments.

Average gross portfolio return in individual asset management (p.a.)
  2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Conservative strategy 5,82% 5,65% 6,08% 6,32% 5,58% 6,65% 7,08% 6,08% 5,60% 5,37%
Balanced strategy 6,73% 7,10% 6,66% 7,13% 7,55% 6,93% 7,48% 6,50% 5,84% 5,63%

Creating an individual portfolio

  • [Translate to English:] Prezentácia našich služieb

    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.

  • [Translate to English:] Spolu s Vami vyplníme investičné dotazníky

    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.

  • [Translate to English:] Výber investičnej stratégie

    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.

  • [Translate to English:] Prezentácia našich služieb

    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.

Structure of client portfolios

We manage your portfolio actively

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.

Liquidity management

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

The law is on your side

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.

IAD ONLINE and extra services

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.

Become our client

We will be glad to meet you in person. Contact us and take the first step towards individual asset management. Our Individual Asset Management team, headed by Mr. Ľuboš Fuzák, is available 7 days a week and 24 hours a day.

[Translate to English:] Miroslav Fajnor

Contact:
Miroslav Fajnor
Phone: 00421 908 872 591
E-mail: fajnor(at)iad.sk