We treat your business finances as a comprehensive system
Our approach to managing your assets is personal, thoughtful and transparent. It is based on trust and a deep understanding of what is most important to you.
Entrepreneurs and business owners face challenges that often go beyond personal finances.
Therefore, we treat your business finances as a comprehensive system that is closely intertwined with personal assets. Our goal is to help business owners and key decision makers build a stable foundation for the company's growth, while also protecting and enriching the personal assets of its owners.
Planning and optimization of business finances
Strategic assistance in capital structuring and financing
Support for investment projects and M&A processes
Advice on the transfer of business and succession
Management of excess liquid assets of the company
Connection of personal and business assets
We think holistically, not separately.
Access to alternative sources of funding
From alternative investment funds to a wide network of business partners.
Confidence
This is also demonstrated by the cooperation over the years with more than 50 partner institutions in Slovenia and abroad.
Why asset management?
The investment decision is no longer the privilege of selected individuals, but the wise choice of everyone who wants to protect and enrich their personal or business capital. With investments, you can increase your savings, protect them from inflation and create long-term financial security.
Asset management at JonatanMars means putting finances on a solid foundation and selecting a team that has the knowledge and experience to help you monitor markets, tailor your portfolio and make the best decisions for your financial future. Our job is to stand by you as an independent consultant acting solely in your best interest.
Become a part of the JonatanMars world
We build a culture of trust and connection in the financial world. Get the best products and services, expand your knowledge, find new opportunities and join a community that supports you on your journey.
Get access to premium communities and additional services.
Personal Quarterly Reports with portfolio analysis and recommendations for the future.
Free trainings and workshops dedicated to different stages of life and needs.
Private events and networking with other members, experts and partners.
Access to the broadest knowledge base, digital tools and exclusive content in our knowledge base.
Regular reports from experts in editorial newsletters with an analysis of trends, opportunities and ideas for the future.
Additional appointments for personal advice and the possibility of access to consultants on the “fast track” system within the framework of premium membership.