IAD Wealth Management represents the systematic and comprehensive management of a client’s financial resources through an investment service – portfolio management. We see it as the highest form of care for the client’s assets.
Get prosperous course for your investments
Tailor-made investment solutions
Part of a major investment group with many years of experience and stability
Transparency and trust at every step
Manage your finances with confidence
We provide tailored solutions with a strong focus on clear and transparent communication throughout the entire investment relationship. Our approach is centered on understanding and achieving the client’s investment objectives, while building on trust, professionalism, and long-term partnership.
Our dominant competencies proven by 34 years of history
Professional portfolio and wealth management
Buying, selling securities on global markets
Individual advice on real estate projects
Contact us to take the first step towards Wealth management.
We are happy to meet you in person.
Mgr. Michal Orlovský
+421 910 685 268
orlovsky@iad.sk
Ľuboš Fuzák
Bratislava, Košice, Prešov, Banská Bystrica
+421 905 836 689
fuzak@iad.sk
Miroslav Fajnor
Bratislava, Trnava, Nitra, Trenčín, Žilina
+421 908 872 591
fajnor@iad.sk
Warning. This material is a marketing communication. The IAD Wealth Management portfolio management service offers investment strategies with a low to high level of investment risk and is intended for persons who are not residents of the United States of America and who are willing to accept a low to high level of risk associated with an investment, including the risk of fluctuations in its value or even the loss of the invested funds. The service is intended for clients whose investment objectives are capital appreciation, the creation of a financial reserve, or the generation of regular income (payment of interest, dividends, yields). When providing the IAD Wealth Management portfolio management service, the client’s portfolio consists of Financial Instruments, in particular shares, bonds, units or equity interests in collective investment undertakings, investment certificates, promissory notes, derivatives or other transferable securities, as well as cash intended for the acquisition of Financial Instruments. Investment in Financial Instruments within the IAD Wealth Management portfolio management service involves risk: the value of the investment may decrease and the return of the originally invested amount is not guaranteed.
Before making any investment decision, please review all related information on the IAD Wealth Management portfolio management service, including the fees paid by you as a client, in the following documents: Business Terms and Conditions for the provision of the IAD Wealth Management Portfolio Management Service, Contract for the provision of the IAD Wealth Management portfolio management service, Fee Schedule for IAD Wealth Management portfolio management, Questionnaires and Information on IAD and the services it provides, which are available in the slovak language at the headquarters of IAD Investments, správ. spol., a.s., at the headquarters of the Intermediary or at Intermediaries who are subordinate financial agents and perform financial mediation on the basis of a contract concluded with the Intermediary.