Exclusive services

Wealth Effect Management OCP was born of a long-year effort to bring to the Slovak market financial services which would enable transparent and effective assets management. Our clients are like family members to us and we chose for them the solutions we would recommend to our closest ones.

Equity US

The portfolio invests in a selected and limited number of companies or shares based on a fundamental analysis. The selection of companies is subject to initial pre-selection of particular industrial sectors, which are chosen according to their potential to overcome the average USA GDP by their total growth. Consequently, key companies which should contribute to the augmentation of the selected sectors to the greatest extend are selected within the individual sector.

Sovereign Bonds EUR

The geographical focus of the strategy aims exclusively at government bonds issued by the Eurozone governments. The portfolio invests in bonds through the so-called ETF (Exchange Traded Fund). The portfolio should serve investors as a suited diversification of their investment (in case of decrease or significant volatility at the capital markets, the portfolio should retain its relatively stable value). At any time, 100 % of the portfolio value will be invested in the bond ETF.

Investment Opportunities

At a regular basis, we provide our clients with a list of investment recommendations that should generate a yield within a 6-month horizon, which would fully cover the risk rate of the particular investment. They are mainly short-term tips to markedly undervalued assets that have declined due to external shocks or internally induced difficulties. Their internal, so-called fundamental value, however, remains relatively stable.

WEM OCP Team

Our highest objective is satisfaction of the client. Therefore, at creation of the Wealth Effect Management OCP team we combine expertise with character and humaneness.

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