We are looking for new colleagues!
Do you enjoy the world of private finance? Would you like to partner up with us? Contact us…
WE ARE
ŠOLC & PARTNEŘI
Find out more about us. Since 2013, we have established ourselves as a leading provider of private investment advisory services, catering to the needs of affluent clientele. Over the years, our team has acquired a wealth of expertise in financial planning and adeptly identifying optimal strategies to generate passive income for both our business and individual clients. Notably, we have cultivated a specialization in serving both Czech and international clientele, ensuring a truly global perspective.
Our commitment
Our commitment to our clients is unwavering, and their needs remain at the forefront of our approach. We prioritize regular and meaningful engagement, fostering enduring relationships through in-person or online meetings. By valuing long-term partnerships, we can fully understand our clients’ goals and aspirations, enabling us to deliver comprehensive and tailored financial advisory services that meet their unique requirements.
“Your ultimate success or failure will depend on your ability to ignore the worries of the world long enough to allow your investments to succeed. Everyone has the brain power to make money in stocks. Not everyone has the stomach.” Peter Lynch
Individual approach tailored to each investor
- Global diversified portfolio.
- We actively support and guide individuals as well as legal entities in attaining their goals, ensuring comprehensive provisions for their families, and proficiently addressing the entirety of their financial concerns, all with the utmost dedication to delivering complete satisfaction.
- We guarantee high quality and flexibility of our services.
- We can prepare an investment strategy for periods of significant market declines.
We save your time and money
- Active communication.
- Regular quarterly reports and analyses.
- Access to the myPlann portal – all contracts, anniversaries, portfolios, and other information in one place.
- Transparent and fair dealings.
- We provide consulting services within the framework of the highly advantageous commission system, specifically designed for mutually agreed-upon products. As a result, our clients are not required to make direct payments for our services, and we abstain from levying any additional consulting fees upon them.
10
YEARS OF EXPERIENCE
6
FINANCIAL ADVISORS
1507
SATISFIED CLIENTS