CZ

Martin Buršík

INVESTMENT ADVISOR / WEALTH MANAGER

 

I provide comprehensive investment and asset consultancy that begins with understanding your financial goals and continues with the creation of a financial plan and investment strategy. My services also include regular communication with the client to occasionally restructure portfolios to react to changing circumstances and financial situations.

CONTACT MEMY RESUME

Trust without conflict of interest

 

Seeking out a meaningful path to the accumulation of your wealth is my mission. I work without commissions from banks, investment companies or funds – I’m paid only by you. This ensures my responsibility toward you and your wealth, and your ability to make greater use of it now and in the future.

I listen – and help to guide you

 

Our relationship begins with an open conversation. What is most important to you? Based on a detailed understanding of your approach to your assets and your life visions and goals, I design your personal financial plan and implement an investment strategy that will lead to fulfillment.

 

Financial planning – assessment of your present and planned revenues and expenses, understanding your financial goals and visions, and creation of a plan to gradually fulfill them

Investment consultancy – recommendation of an investment strategy and proposal of an investment portfolio that meets all your conditions for risk tolerance and a time frame for start of taking profits

 

Your wealth is a living organism that can change dynamically over time – that is why we will continually discuss, follow, and shape the optimal path for its accumulation.

Seeking out individual solutions that pursue your goals

 

Our very first conversation will outline the direction you wish to take with your assets. This can involve more than just the administration and growth of your assets.
I offer a wide range of services that all share one specific goal – fulfilling your needs – from managing cash flow in a short-term time frame to the long-term accumulation of assets or your philanthropic interests.

Protecting your wealth

 

I respect the level of your wealth as perceived by you and no one else – from covering your everyday financial needs, to fulfilling your dreams and exploring possibilities for leaving behind a legacy to following generations. You determine the dimension of risk and potential gain that we will operate in.

Who I am

Martin Buršík

 

Fee-only Private Wealth Manager since 1/2013
Finance Director Stahlgruber CZ / 400 employees, Revenues +1bn CZK 4/2009 – 12/2012
Senior Consultant PriceWaterhouseCoopers / Corporate Finance 10/2007 – 3/2009
Cranfield University – School of Management (UK) / MBA 2006 – 2007

I actively promote financial literacy and principles of fee-only financial consulting in the Czech Republic.

 

+420 725 038 740

martin@bursik.capital

© 2017 – martinbursik.com

BURŠÍK CAPITAL s.r.o., company reg. no. 039 22 651, main office: Jungmannnova 36, 110 00 Prague 1. BC is entitled to provide investment advisory services under the 256/2004 Act of Conducting Business on Capital Markets, and is regulated by the Czech National Bank. Terms – Disclaimer.

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