Our Services
Explore our full range of services
We build and actively manage diversified portfolios tailored to your goals, incorporating stocks, bonds, and alternatives. Leveraging Silesian economic insights, we optimize for long-term performance with quarterly reviews and adjustments. Our strategies ensure resilience against market volatility.
Investment Products
Złotara Balanced Fund
Diversified blend of equities, bonds, and alternatives with ethical screening, targeting steady Silesian-linked growth.
PLN 100,000
Minimum investment
Silesia Equity Growth Fund
Focus on regional innovators and global tech, incorporating local industrial trends for capital appreciation.
PLN 150,000
Minimum investment
Ethical Bond Portfolio
Sustainable corporate and government bonds with ESG focus, providing income stability.
PLN 75,000
Minimum investment
Alternative Opportunities Fund
Private equity and real estate in Silesia, offering uncorrelated returns and diversification.
PLN 200,000
Minimum investment
Global Silesia Hybrid Fund
Merges local economic plays with international assets for resilient long-term performance.
PLN 120,000
Minimum investment