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Investment consulting

Comprehensive

Produkt

We don’t speculate about the future. We build portfolios to prepare for every possible outcome.

We manage the assets of clients who want clarity even when the markets are uncertain.

Personalised
approach

We're here exactly when you need us. We have time to devote to you because we prefer quality over quantity.
 

Discretion
and Trust

Trust is essential. Bank secrecy is not a
phrase for us, but an unbreakable commitment.

Strategy Over
Chance

We don’t just pick the “right opportunities.”

We design strategies that make sense across a range of scenarios.

Since 2007

we've been helping you protect what you've built, preserve your lifestyle and strategically grow your wealth. Together, we create financial solutions that respect your values and goals.

Results worth seeing

How We Think About Portfolios

At MINEFI, the work doesn't end with selecting investments. That's where the management of entire portfolio begins.

Scenarios, not predictions

We prepare portfolios for different market conditions.
We do not rely on a single view of the future.

Risk addressed upfront

We work with risk at the portfolio design stage.
We do not wait for it to materialise.

Decisions in context

Every investment has its place and purpose.
It always reflects the overall strategy.

Clarity

You understand what you hold and why it makes sense.
Every decision is clear and explainable.

Responsibility

Our work does not end with an investment decision.
We stand behind our recommendations over time.

Long-term perspective

We are not driven by short-term market moves.
Our strategies are built with a long-term horizon.

Let’s see how well your portfolio is prepared for various scenarios.

Collaboration

Our collaboration doesn’t start with a product.

It starts with understanding your situation, goals, and context. Based on that, we design solutions that make sense in a variety of scenarios—not just in an ideal-case scenario.

01

Banking experience

Wherever we meet, it's about getting to know you. You tell us about your experience, situation and expectations, and together we'll see if working together makes sense.

 

You can come with a specific assignment or ask for an assessment of your current portfolio.

References

Tomáš Ch., investice 15mil.+

S Michalem Němcem spolupracuji již od roku 2016, kdy jsem jako klient ERSTE banky začal objevovat svět investic. Díky jeho trpělivému a profesionálnímu přístupu jsem postupně získal potřebné znalosti a sebevědomí v této oblasti.

 

Naše spolupráce se prohloubila v roce 2018, kdy jsme začali realizovat investice mimo bankovní produkty. Michal mi poskytl nejen kvalitní poradenství, ale také jasnou vizi a podporu, což mi umožnilo pravidelně a strategicky investovat.

 

Díky jeho přístupu a znalostem se investování stalo nedílnou součástí mé finanční strategie. Michalovy rady mi pomohly lépe porozumět dynamice trhu a dosáhnout mých dlouhodobých finančních cílů.

„Čas a složené úroky jsou největšími spojenci při tvorbě bohatství.“

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Minefi, headquarters Ostrava, Czech Republic. Company registered at the Regional Court in Ostrava, file number C 83523

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We mediate investment, credit and insurance products as a bound representative registered in the Czech National Bank's register under the ID No.: 09639217 and we are also a registered partner of Broker Trust, a.s. (ID No.: 26439719), which performs service activities for us, administration according to GDPR and other legal requirements.

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