SETTING UP INVESTMENT TRADING INFRASTRUCTURE
FOR COMPANIES AND INDIVIDUALS WHO WANT FULL CONTROL AND INDEPENDENCE
We establish an independent investment and trading infrastructure for you or your company, designed
around institutional technology solutions comparable to those used by the world’s largest
global asset managers.
What you get:
- Full access to global exchanges, trading platforms, and digital assets
- Connectivity with stock and crypto brokers (e.g., Interactive Brokers, Kraken, etc.)
- A structured system for transparent and secure asset monitoring
- Advisory support in selecting analytics and reporting tools
- Technical support for integration within your organization
Implementation of basic cybersecurity protocols:
- access protection (2FA, passwords, keys)
- proper configuration of devices and networks
- secure separation of personal and business data
- advice on selecting an appropriate security suite and tools
Important:
You retain full control over your capital. We do not manage your assets and do not make investment decisions. Our service is limited to establishing a secure, functional, and professional infrastructure that enables you to make all investment decisions independently and in your own name.
If you require portfolio construction or active asset management, we connect you with licensed asset managers and investment firms that hold the appropriate authorizations in accordance with the Financial Instruments Market Act (ZTFI-1). This ensures that any services beyond technical support are provided exclusively by duly authorized entities.
INVESTMENT AND TRADING INFRASTRUCTURE
For long-term successful investing and trading, strong foundations are essential—foundations on which individuals or companies can build both stable long-term portfolios and flexible short-term trading strategies. The core of these foundations is independent infrastructure—a technical and organizational setup that allows clients to choose their own custodians and decide where their assets will be held.
We advise on the technical setup of access to vetted global platforms. We regularly monitor developments in social and cybersecurity and help implement solutions that enable independent and secure management of investments. Below are some examples of the most commonly used tools and platforms with which clients have had good experiences.
DISCORD
Our main communication channel for up-to-date portfolio information, where we connect the team and the community in real time.
RESEARCH TEAM
The Insajder team brings together experts from various fields, including licensed asset management, actuarial science, advanced programming, geotechnology and mining, and cryptocurrencies.
Our work focuses on technical support, analytical preparation, and infrastructure advisory. We help clients understand the options for self-directed capital management and, when necessary, connect them with appropriately licensed partners to provide investment services.
In this way, we enable informed decision-making, comprehensive support in setting up systems, and the use of innovative approaches for market monitoring and risk assessment.
JERNEJ LUKMAN
Founder
Jernej Lukman is a portfolio manager at BG Partner AG, based in Liechtenstein, and the founder of the Slovenian online portal Insajder.si.
ZORAN AKŠAMOVIĆ
Founder
Zoran Akšamović is a client relationship manager in the field of asset management at BG Partner AG, based in Liechtenstein, and the founder of the Slovenian online portal Insajder.si.
ŠPELA DUGAR
Expert Partner
Špela Dugar is an experienced financial professional with a foundation in financial mathematics and a master’s degree in quantitative finance and actuarial science.
PATRIK VIDEC
Expert Partner
Patrik Videc is a graduate engineer of geotechnology and mining and an expert partner of the Slovenian educational platform Financial Insights and Insajder.si.
Legal notice (in accordance with ZTFI-1)
Insajder.si does not provide investment services within the meaning of ZTFI-1 and does not issue individual investment recommendations. All services are exclusively technical, organizational, and educational in nature, intended to establish your own infrastructure for self-directed asset management.
The client independently selects intermediaries, executes transactions, and makes all investment decisions. Insajder.si has no access to clients’ assets and does not manage their accounts.