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Investment consulting

Real valuation of our clients' portfolios 2Q/2024

Do you have enough funds and know you don't want to risk fluctuations in their value? There is currently talk about the likelihood of a recession in the United States, and this week saw a drop in the stock prices of technology companies that are commonly found in stock funds. 

For the second quarter of this year, we have been able to maintain the bar we set and achieve gradual growth. We are now outperforming the interbank rates announced by the Czech National Bank and, at the same risk level, we are holding client appreciation above 6% p.a. (applies to the most conservative portfolios), with no limits on deposit amounts or other conditions.

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