Roots Capital

Roots Capital, operated by financial analyst and wealth manager Matej Bajzík, offers individual investment advisory and portfolio management. The website describes model portfolios (dynamic, balanced, conservative, capital-protection and aggressive) built around global equities, bonds and commodities, with stated horizons, expected returns and historical backtests.

Customers are individual investors in Slovakia, including those starting to invest and those wanting to improve an existing portfolio; the company is paid for its advisory and portfolio services. The website states the company is licensed and regulated by the National Bank of Slovakia (NBS registration 275344) and that it has managed over 1M EUR and has 140+ clients.

The company is registered as a s.r.o. in Slovakia with headquarters in Nová Dubnica, founded in June 2023 according to the registry. The website reports 7 years of practice and mentions media appearances and a 2023 StrikeMarket Stock Research Challenge win; an English version of the site exists.

Product: Individual investment advisory and managed model portfolios (dynamic, balanced, conservative, capital-protection, aggressive).