Financial Analyst & Wealth Manager

MATEJ BAJZIK NBS licensed Book author

Your money deserves expert management

I combine analytical precision with a personal advisory approach. We build your portfolio together, transparently, individually, and for the long term.

Author of the book "I Am an Investor"
Commentator on TA3, TV JOJ, Markiza, Forbes & more

I want to start investing I have a portfolio and want to improve it

1M+ €

Managing

100+

Publications

10+

Media outlets

Strategies

Why Matej Bajzik

Analyst and advisor in one

Being a financial analyst and being a financial advisor are two different professions. Analysts carry the stigma of numbers without humanity, while advisors can talk well but don't always have analytical depth.

This is exactly where my unique combination comes in: the professional precision of an analyst with the human touch of an advisor. I am a licensed and regulated entity under the National Bank of Slovakia, and I use advanced analytical software that ordinary investors don't have access to. I explain the results in simple, plain language.

Transparency

I tell it like it is, no sugarcoating, no hidden interests.

Expertise made simple

I explain complex topics in a way everyone can understand.

Individual approach

Solutions tailored to you: your goals, your risk, your horizon.

Long-term partnership

I'm not about a one-time sale, but about building a lasting relationship.

30+

Years your money can work for you if you start today. Time is the most powerful financial tool at your disposal.

8 % p.a.

Expected long-term return of the dynamic portfolio. A 10,000 EUR investment turns into 100,000 EUR+ over 30 years with compound interest.

~0.1 %

Average TER of ETF funds vs. 2.5% for traditional mutual funds. On a 10,000 EUR investment, that's a difference of 240 EUR per year, every year.

How we'll work together

From the first meeting to your portfolio

A simple and transparent process, from understanding your goals to long-term management of your wealth.

Initial meeting

A no-obligation conversation where I assess your risk profile, investment experience, and long-term financial goals. Your first step into the world of investing.

Tailored proposal

I prepare a specific portfolio proposal. Together we review the advantages, risks, and logic behind the chosen investments so you have a clear picture.

Account opening

We open an investment account, set up the portfolio, and I walk you through the platform. You have full control over your money.

Ongoing care

I regularly review the portfolio. During major downturns, I inform you about opportunities. I'm available whenever you need me.

Clients have 24/7 access to portfolio tracking via client portal

Investment strategies

Roots Capital Portfolios

Every client is different. We select a strategy that matches your goals, time horizon, and risk tolerance.

Dynamic Portfolio

Medium-high risk

Global equities 100 %

Horizon 20–30 years · Return ~8 % p.a.

Backtest 2005–2024: avg. annual return 8.2 %, max. drawdown −51 % (2008–2009), recovery 4.5 years

Balanced Portfolio

Medium risk

Global equities 60 %

Global bonds 30 %

Commodities 10 %

Horizon 10–15 years · Return ~6 % p.a.

Backtest 2005–2024: avg. annual return 6.4 %, max. drawdown −32 % (2008–2009), recovery 3 years

Conservative Portfolio

Low risk

Global equities 30 %

Balanced portfolio 40 %

Bonds 30 %

Horizon 5–10 years · Return ~5 % p.a.

Backtest 2005–2024: avg. annual return 5.1 %, max. drawdown −18 % (2008–2009), recovery 2 years

Lump Sum Investment

Capital protection

Balanced portfolio 50 %

Global bonds 50 %

Horizon 3–5 years · Return ~5 % p.a.

Backtest 2005–2024: avg. annual return 4.8 %, max. drawdown −12 % (2008–2009), recovery 1.5 years

Aggressive Portfolio

High risk · Individual approach

Technology sector 40 %

US equity market 30 %

AI / Artificial Intelligence 20 %

Semiconductor sector 10 %

Horizon 20–30 years · Return ~10 % p.a.

Backtest 2005–2024: avg. annual return 12.1 %, max. drawdown −62 % (2008–2009), recovery 5.5 years

Client references

What clients say

Real reviews from clients who invest with Roots Capital.

★★★★★

+14.4 %

If you're looking for a professional, reliable, and modern financial advisor who will help you make sound financial decisions, then you're in the right place. My experience with Mr. Bajzik has been excellent from the very first contact. I appreciate his flexibility, he always found time for a consultation and adapted to my schedule. His professional yet personal approach creates an atmosphere of trust, giving me confidence that my finances are in good hands.

Viera B.

Client

★★★★★

+10.35 %

I've already enjoyed real returns from Mr. Bajzik's advisory services, which is why I fully trust him. I will definitely continue investing with him, not only because it has already paid off, but also because of how he does it with his whole heart.

Jana L.

Client

★★★★★

+12 %

Our entire family invests with Mr. Bajzik. We are very satisfied with the investment services he provides.

Rodina H.

Clients

★★★★★

+10.7 %

I recommend Roots Capital to anyone who wants to invest but doesn't have time to follow all the events that affect the market. Mr. Bajzik prepared several strategies to help me reach my financial goals and patiently explained each one with expertise. His solutions saved me many hours while also earning me money. I appreciate his professional, individual, and accommodating approach.

Jakub K.

Client

★★★★★

New client

Working with Roots Capital met 100% of our expectations, and we recommend it to anyone who wants to start investing and doesn't know how. The approach and communication were extremely professional yet personal. Everything was clearly explained and set up according to our preferences, while also including expert advice.

Katarina F.

Client

★★★★★

New client

I've had a very positive experience with Mr. Bajzik. He explained everything clearly, without pressure, and with respect for my goals. Communication is fast and I have a clear overview of my investments. I can definitely recommend him.

Adam Z.

Client

View all Google reviews →

Investment calculator

How much could you earn?

Enter your parameters and see the power of compound interest compared to simple savings.

Monthly investment

€

Lump sum investment

€

Investment period

years

Expected return

% p.a.

Inflation

% p.a.

With investing After inflation Savings only

Invested

120 000 €

Portfolio value
294 510 €

Real value (after inflation)

163 000 €

Net profit

174 510 €

Want to know which strategy is best for you?

Free consultation →

Client Form

Let's get started

Fill out the form and I'll prepare a tailored investment solution for you. I'll respond within 24 hours.

Investment Questionnaire

Your data is secure and is used exclusively to prepare a personalized portfolio.

Personal details

First name *

Last name *

Address *

Phone *

E-mail *

Investment parameters

Regular monthly investment

Lump sum

Investment horizon *

Investment purpose *

Risk profile

DynamicHigh risk

BalancedMedium risk

ConservativeLow risk

Lump SumOne-time

AggressiveIndividual

Additional details

Notes or questions

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Book · 2022

Buy on Martinus →

Investor Library

I Am an Investor: Financial Literacy for everyone

At 19 years old, I published the book "Som Investor" (I Am an Investor) in 2022, a testament to the fact that even young people can speak about finance and investing. Because of my age, I was often dismissed in this world. Today, I discuss finance on national media and manage private clients' personal finances.

The main idea of the book is to talk about financial and investment topics in simple, plain language. It is designed for anyone who knows nothing about this world and would like to get started.

Both the print and e-book versions are available on Martinus.

View book → E-book Million-Euro Portfolio →

Your money deserves expert management

Analyst and advisor in one

From the first meeting to your portfolio

Roots Capital Portfolios

What clients say

Credibility you can see

How much could you earn?

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I Am an Investor: Financial Literacy for everyone