Do you want a different approach than others? Want to really understand how your money works? Check out the most frequently asked questions to learn more.


Ing. Petra Štěpánková, MBA, EFA

+420 604 218 602

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  • What does cooperation look like?

    First of all, it is important to find out how the client approaches his money and what his expectations are. After determining a suitable solution, the saved money is invested, or securities are purchased, and during the year I meet with the client at regular meetings, I send reports to the clients about what is happening on the stock markets. Every client has different requirements and I try to accommodate them.

  • Who are my clients?

    My clients are individuals or families who think responsibly about their financial reserves. Either they are just creating their reserve or they want to preserve its value or they want to evaluate it interestingly.

  • How much will it cost me?

    I have agreed an annual fee with clients, which ranges from 1 to 1.5% per year of the volume of assets that I take care of for the client. Of course, the higher the volume, the lower my rate. No entry fees or surprises for the client, and I use this method of compensation precisely because it removes the conflict of interest.

  • Will I have an overview of my investment?

    You will always have an overview. I will review the status of your portfolio with you at regular meetings and at the same time you will have an online overview of your investment.

  • What is invested in?

    The stock portfolio invests in companies whose products you use every day, the biggest companies in the world, such as Apple, Microsoft, Walt Disney, BMW, Nike, Coca Cola, you name it.

  • Is a one-time investment or a regular investment better?

    I recommend a combination of both. Clients who invest both once and regularly achieve generally better results. Regular investment will help to increase the reserve comfortably and allow us to invest at lower prices in times of decline.

  • Are stock investments risky?

    That risk lies more in the emotions of the investor. As the value of the portfolio fluctuates over time and this is completely normal. This fluctuation is part of investments, and that fluctuation is dependent on the dynamics of the portfolio, which means that the greater the percentage of shares, the higher the volatility, but also the higher the potential return.

  • What if a crisis comes?

    The question is not what if, but what when. It is important to have a plan and not to panic. Fluctuations are part of investing. On the contrary, these fluctuations offer interesting investment opportunities.

  • What if I want to withdraw money?

    If necessary, you have the money in your account within 14 days. However, it is necessary to consider whether the choice is the right moment. This moment should always be planned, not emotional, for example due to a drop in the stock markets.

  • What return can I expect?

    Of course, it depends on the dynamics of the portfolio and the time horizon. The longer you invest, the better your results will be. over longer time horizons, compound interest, which has enormous power, will fully manifest itself. It is the so-called snowball effect and the yield can range from 3 to 9% per year in the long term.

Real estate financing

We can also help our clients with real estate financing and insurance.