Our services

Asset management

Investment advisor preparing a client's financial portfolio in a modern office. A symbol of professional asset management, investment advisory services and long-term wealth growth.

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

  1. Experience and stability since 2002

    We have a long-standing presence on the Slovak market as a leading securities dealer.

  2. Active management and client customization

    We can flexibly adapt the portfolio to the market as well as to individual goals and risk profiles.

  3. Transparency, the assets remain yours

    Throughout the entire period, the client remains the owner of both the funds and the purchased securities.

  4. 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