Active asset management

FINANCIAL SERVICES

Professional approach with full control

Active asset management at Financial Insights is based on professionalism, transparency and alignment of interests between the investor and the manager.
We work with licensed asset managers, who operate according to the “managed account” model – this means that all funds are always in a stock exchange account opened exclusively in the name of the company or investor, with reputable international brokers such as Interactive Brokers.

This approach provides the investor with complete insight into all investments, complete control over assets and immediate liquidity – the foundation of every modern investor relationship.

aktivno upravljanje premoženja

WANT TO LEARN MORE?

Book a free introductory consultation and see how active asset management can benefit you or your company. Get expertise, security and transparency – in a structure that leaves everything in your hands.

Free consultation

Licensed managers and complete security of funds

Each investment is managed in accordance with European regulations and requirements of the Securities Market Agency (ATVP).
Managers have limited trading authority, but never have the ability to withdraw or transfer funds.
Funds always remain in the company’s or investor’s account, which ensures complete security and transparency.

Key advantages:

  • The stock exchange account is opened exclusively in the name of the company/investor
  • The manager has limited authority only for trading
  • Real-time overview – via mobile or web application

This is the highest standard of security and accountability, which is why the “managed account” model has become the global standard for professional active asset management.

Low management fee and profit sharing

The model within Financial Insights is based on a minimum fixed fee and with an emphasis on profit sharing. Low base commission and reward based on results

  • Full alignment of interests between investor and manager
  • Transparent accounting and full insight into results

Such a system promotes trust and efficiency, as the manager’s success is directly linked to the investor’s success.
This is the element that clearly distinguishes Financial Insights from traditional models management.

Active asset management for companies and more demanding investors

The model is particularly suitable forcompanies and professional investorswho want to include excess funds in active management.

Advantages for companies:

  • Access to global stock markets (USA, EU, Asia, Australia)
  • Possibility of combining multiple strategies within one structure
  • Parking of profits without additional costs
  • Tax-efficient management of company assets

With this approach, companies maintain liquidity, profitability and full control over their capital.

WANT TO LEARN MORE?

Book a free introductory consultation and see how active asset management can benefit you or your company. Get expertise, security and transparency – in a structure that leaves everything in your hands.

Free consultation

Combination of active and passive strategies

The investor achieves maximum stability with a balanced combination of active and passive asset management.
Profits from active strategies can be redirected to passive portfolios, such as:

  • ETF funds with global diversification
  • Long-term dividend portfolio with an annual return of up to 8%
  • Long-term passive stock portfolios for stable cash flow

This way, capital remains invested, but at the same time protected – creating the ideal balance between growth, security and regular income.

Regular communication, video content and a closed community

As part of active asset management, we ensure that investors are regularly informed about market developments and positions within active strategies.

🎥 Weekly video content

Managers and a team of experts prepare analyses, market reviews, and presentations of open positions and portfolio movements.

💬 Closed Discord Community

Every investor or entrepreneur gains access to a private group where daily communication takes place with managers and the Financial Insights team.

🤝 Direct contact with the team

Possibility for individual questions, discussions and insights into market events in real time.

This approach allows investors to be not just passive observers, but actively involved in understanding strategies, risk management and macroeconomic trends that affect the portfolio.

Start with active asset management

Financial Insights enables active asset management according to the highest standards of transparency and regulation.
The “managed account” model provides you with full control, flexibility, expert support – and regular communication with the team behind every decision.

👉 You can read more about the active management model at Špela Dugar – upravljanje pamojenja.

For an individual consultation or preparation of an investment strategy, write to us at info@financial-insights.si or simply book an appointment online or in person (office in Ljubljana).

A.K. • entrepreneur

Primer Advance Trader

With the cooperation, I got something I had been looking for for a long time – a partner who understands entrepreneurial thinking and investing.
With individual assistance, I set up a transparent and secure investment system for my company, where the funds remain 100% owned by the company, while at the same time being liquid at any time and under my control. The process was very clear and professionally managed – from purchasing precious metals and setting up a stock exchange account with IBKR, to creating a dividend, ETF and actively managed portfolio.

What I appreciate most is that everything is actually feasible in practice, without unnecessary bureaucracy, and that I had reliable support from the entire team at every step. Another big advantage is the tax-optimized solutions and complete transparency via the mobile application, where I can monitor the status of my portfolio at any time.
Weekly analyses and video content within the Financial Insights platform help me understand why individual positions change, which gives me a sense of complete confidence in the strategy.

To sum up - cooperation has been a major upgrade for my company. I definitely recommend it to any entrepreneur who wants to invest thoughtfully, transparently and with reliable professional support.

N.H. • entrepreneur

Screenshot 2024 09 29 at 12.53.13

When creating a financial plan, I was particularly impressed by the professional attitude, quick approach to solutions, and listening and adaptation to my specific situation, as well as the professional establishment of the entire trading infrastructure and the creation of long-term strategies.

In addition to the safe purchase of physical precious metals, warnings regarding key factors in these purchases, and advice for favorable storage, they took care of establishing entire stock portfolios opened with the leading global platform Interactive broker, written for companies. Active account management based on profit sharing indicates credibility and alignment of interests. At the same time, I also received professional support in establishing a crypto portfolio, including cold storage and a vault - areas where I previously lacked sufficient knowledge.

I was particularly surprised by how important not only the management of individual portfolios is, but also comprehensive monitoring of the situation and ongoing adaptation. Their 'in-time' notifications about purchases, where, how much and when, really affect the profitability of the entire portfolio.

I must also highlight the excellent support for tax returns and the ability to monitor all portfolios directly via phone, which allows me to constantly monitor my own funds. All investments are fully liquid at any time, at any time. Quarterly meetings for rebalancing and strategy adjustments ensure that my investments are now optimally focused and always refreshed. In just four months of cooperation, from April to August, my portfolio exceeded the growth of the S&P 500 index, which I never achieved with previous advisors and funds.

I really appreciate the coordination and dedication of Špela and the manager, who provide a complete overview of my portfolio.

I highly recommend a free consultation with them to every entrepreneur.

P.N. • entrepreneur

Screenshot 2025 02 04 at 22.15.41

I am very satisfied with the cooperation, as they took an excellent approach to establishing the entire trading infrastructure and opening all accounts. The entire process went smoothly, which allowed us to start trading quickly. In the period from April 2024 to January 2025, we achieved 26% growth after profit sharing and management fees, which exceeded my expectations.

I would also like to praise the advice on purchasing precious metals. In addition to providing clear instructions on how and where to store the metals, they also hit the right timing well, which was key to the success of this part of the investment. I am also extremely satisfied with their approach to advising and managing the crypto portfolio. With the help of the Financial Insights platform, run by the manager and Špela, I regularly received information on profit optimization and exit strategies, which allowed me to always have a clear overview of my investments.

The team is very transparent and regularly shares all activities and strategies, which increases trust and a sense of security in cooperation. They are also always available for additional explanations, which means I felt supported every step of the way.