The CPM Associates Company specializes in financial and investment planning, financial audit, investment portfolio management, individual asset management, consultations in the area of securities and exchange trading. The company hosts international investing conferences, regular seminars and courses through which it educates professionals or wide public in the area of investing, financial planning and exchange trading. By these activities our company contributes to improvement of financial awareness of the population.


The CPM Associates Company was founded in Bratislava in 2001. Its main focus was on education of people who were interested in increasing their financial literacy and professionalism in the area of finance. The main goal of our company is to teach and educate professional and even laical public in the field of investing, asset management, financial markets and macroeconomy. Three other divisions were established on the turn of the years 2008 and 2009 to support this idea. Currently our company consists of four divisions: Personal Finance, Investing, Education and Real Estate.

Our vision & mission

We strive to provide everyone with professional solutions in the area of personal finance, security trading, investing and education that will be of higher quality than other services in the financial market.

This will be achieved through moral approach, highly professional qualification of our workers, continuous education, profound analysis and control, focus on the quality of provided solutions and personal care about our clients.

PhDr. Lukáš Trebula

CEO & Founder

“We want to provide our clients with services of the highest quality beat their expectations and protect their interests like our own.”

“To teach, lead, fairly remunerate and maintain our hardworking employees and co-workers.”

“To build a private company based on strong moral values, with business spirit and orientation towards benefit and happiness of our clients, employees and co-workers.”

Quality management