WHY ACTIVE ALPHA?

  • zakaj active alpha

  • Classic asset management strategies that aim to beat the benchmark may be too risky due to their specific limitations on investment classes and markets. Active asset management strategies achieve more stable returns, with lower asset volatility and limited declines in asset value.

  • Active asset management strategies achieve more stable returns, with lower asset volatility and limited declines in asset value.

  • Greater emphasis on asset protection.

  • Desire for a stable long term return.

  • We are a team of experienced professionals in the field of asset management.

INVESTMENT PROCESS

1.) We sign the asset management agreement

After a thorough consultation on your tolerance of risk, time horizon, costs, and personal expectations, we will determine if the strategy is appropriate for you. If we find that the strategy is appropriate, then the asset management agreement is signed.

2.) We open a trading account on your behalf

We open a trading account on your behalf, which you can access anytime anyplace. Your assets are insured up to USD 500.000 by the  SIPC and are completely segregated from our own accounts.

3.) We actively manage your trading account

Funds on your trading account are under the active daily control of your portfolio manager, who has a discretionary right to decide on purchases and sales of securities. A limited power of attorney for trading and the most advanced technology enables us to jointly execute orders for all client trading accounts.

ABOUT THE STRATEGY

O strategiji 3
BECOME AN INVESTOR

  • Active asset management.

  • Actively protecting the portfolio against major drops in value.

  • Diversfication of trading strategies for different market environments.

  • Systematic investment selection using fundamental and technical factors.

  • The objective is to achieve above average absolute returns independent of market conditions at a lower risk than traditional stock markets.

Minimum investment, investing period  and costs

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Management fee
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Exit fee *
BECOME AN INVESTOR
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Recommended investment period

Capital gains and dividend reporting

Capital gains and dividend tax forms must be submitted by February 28th for the previous year. We provide our clients with:

  • Capital gains tax forms

  • Dividend forms

You just import capital gains and dividend report forms through the e-tax system.

Roman portret

Roman Gomboc

ASSET MANAGER

Want to meet us?

Book a meeting and we’ll find you suitable solutions for your investment needs.

Z uporabo tega obrazca se strinjate s shranjevanjem in obdelavo vaših podatkov z našo spletno stranjo v skladu z GDPR.
Nikola Maljkovic portret

Nikola Maljković

ASSET MANAGER