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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.








We provide the financial services promoted and offered here as a company (ŠOLC & PARTNEŘI Majetkové a Investiční poradenství s.r.o., IČO: 17612420, with headquarters in K Říčanům, 103 00 Praha-Kolovraty) through our financial advisors listed on this website, in the role of a bonded representative for investment/independent intermediary SAB servis s.r.o., IČ: 24704008, with registered office at Jungmannova 748/30, 110 00 Prague 1, in the following financial areas: investments according to Act no. 256/2004 Coll., consumer loans according to Act no. 257/2016 Coll., insurance according to Act no. 170/2018 Coll., supplementary pension savings according to Act no. 427/2011 Coll. Our authorization can be verified in the Czech National Bank’s List of Regulated and Registered Financial Market Entities at http://www.cnb.cz/cnb/jerrs, where you will also find current information and details about our registration and the scope of our authorization.

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