While the average company within SAB servis generates around 8.7% of its income from investments, at Stone & belter we consistently reach 31%.

Our advisors therefore earn, on average, 3.5× more from investments than is typical. How is that possible?

This isn’t a coincidence, but the result of a structured educational cycle: from the Investment Academy, through quarterly workshops, to the exclusive Investment Club for those managing over CZK 150 million. Rámí Khallouf, our investment guarantor, promotes a path of high-quality investment advisory without pressure from short-term incentives. You’re not selling a fund to the client, but a tailor-made investment solution. Based on the investment goals, we set the strategic allocation, and our task is to evaluate which instruments within each asset class are the most attractive.

At our unique investment workshops, we look at investments in a broader context—from macroeconomic outlooks to specific instruments, all the way to how we currently build portfolios for our clients.

Within the company, we share how we think about our “model portfolios,” what changes we are making, and how we interpret the current market environment. It’s not just about products, but about context, strategy, and long-term decision-making. At Stone & belter, advisors can be confident that the selection of investment instruments is based on thorough analysis and careful evaluation—not on incentives, which are unfortunately common in other firms.

Because “seeing is believing,” we offer you the opportunity to watch a recording of one of our Investment Workshops, or to join us in person or online for one of our upcoming investment training sessions.

I want access to the investment workshop recording.

I want to attend a Stone & belter investment workshop in person.

If you’re interested in how to translate these results into your own business, or if you’d simply like to have a no-strings-attached conversation about how we work, feel free to reach out.