Our services
Asset management
Since 2002, we have been steadily managing, administering, and growing the assets of private and institutional investors as a leading securities dealer in Slovakia.
Investment Focus
Investing in stocks for dynamic investors, traditional bonds for the more conservative ones, as well as a wide range of other assets, are more accessible today than ever before. With an experienced and reliable manager, you have the confidence that your assets are managed with quality. This is because only a net return above the inflation rate can truly protect financial resources from depreciation.
Our portfolios consist of exchange-traded securities and project bonds, which allows us to adapt to changing market conditions as well as individual client requirements.
Throughout the entire period of appreciation and management of the financial assets entrusted to us, the client remains the owner of all funds as well as the acquired securities. In addition to the segregation of client assets from our own assets as a securities dealer, the entrusted funds are also protected by the Investment Guarantee Fund up to the amount of €50,000.
Why choose Sympatia for asset management
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Experience and stability since 2002
We have a long-standing presence on the Slovak market as a leading securities dealer.
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Active management and client customization
We can flexibly adapt the portfolio to the market as well as to individual goals and risk profiles.
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Transparency, the assets remain yours
Throughout the entire period, the client remains the owner of both the funds and the purchased securities.
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Security and protection of funds
Segregation of client assets from the dealer's assets, plus protection via the Investment Guarantee Fund up to €50,000.
Other services we offer
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Project financing
Learn moreWe help clients secure financing for their investment objectives. We approach every project as a partner — from design to implementation — while also providing active support with management.
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Project management
Learn moreOur team of experienced experts ensures all project activities within the investment cycle of our investments and projects, from financing to implementation.
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Corporate finance
Learn moreWe offer advisory in the areas of mergers and acquisitions (M&A) or company sales, financing, debt restructuring, bond issuance, as well as economic and tax consultations.
Frequently Asked Questions
If you haven't found the answer you're looking for, we're happy to help.
Contact us at info@sympatia.sk
Asset management is a professional service in which an experienced manager oversees and grows a client's financial assets. At Sympatia, we manage portfolios composed of exchange-traded securities and project bonds with the goal of achieving a net return above the inflation rate.
For both private and institutional investors who want to actively grow their funds but lack the time or expertise to manage a portfolio on their own. We tailor the strategy to individual requirements for return, risk, and investment horizon.
With investment advisory, you receive a recommendation but make decisions yourself. With asset management, the manager actively manages the portfolio on your behalf, executes trades, and adjusts allocation according to market conditions and your goals.
Portfolios consist of exchange-traded securities (equities, ETFs, traditional bonds) and project bonds tied to the financing of specific real estate development projects. We set the ratio between dynamic and conservative components according to the client's profile.
Every investment carries risk. Market securities are subject to price fluctuations, and project bonds carry the issuer's credit risk. We minimize risks through diversification, active management, and strict instrument selection. Additionally, entrusted funds are protected by the Investment Guarantee Fund up to €50,000.
At the outset, we define your goals, risk profile, and investment horizon. Based on that, we build a portfolio that we continuously manage and adjust to current market conditions. Throughout the entire cooperation, you remain the owner of all funds and purchased securities.
For individual portfolio management, contact our team, who will propose a solution based on your options. For investing through project bonds, the minimum investment starts at €1,000; for the Polaris Alpha fund, it starts at €75,000.
Clients receive regular reports on the performance and structure of their portfolio. The frequency and format of reporting are set individually by agreement, typically on a quarterly basis.