A modern approach to asset management
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.
Working with us always starts with understanding your lifestyle and period, life goals and values.
We always start cooperation with an overview of your current financial situation, the degree of risk tolerance and your wishes for the future. Based on this, we prepare a clear overview of the current situation, identify possible opportunities and risks, and then help you design a personalized portfolio that follows your goals.
Portfolio design and management
Experienced Advisory Team
Digital tools for continuous investment monitoring
Consulting and long-term financial planning
We enable our clients to achieve their goals within the chosen time frame and at lower risk.
Acquaintance conversation
It brings a detailed understanding of your goals and expectations.
Analysis & Review
of existing assets, an assessment of risks and opportunities are the basis for proceeding.
Personalized plan
by preparing a portfolio and strategy tailored to your goals, it is a solid foundation for a successful financial future.
Management and active monitoring
Regular adjustments and transparent reports are part of our cooperation when we are already making money together.
Personalized Portfolio
Always designed according to your goals, without generic solutions.
Comprehensive approach
We ensure the growth, protection and sustainable orientation of assets.
Experience
More than 25 years in the Slovenian market and more than 20 highly qualified asset managers, stockbrokers and other experts.
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.Our team of more than 20 professional advisors, analysts and specialists with more than 25 years of tradition has experience from Vzajemci, Equito and other domestic and foreign institutions.
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.