Objective, independent investment consulting

Tel: 077-2042600 Cell: 050-8372505

The process

Every beginning requires a meeting. Therefore, at the beginning of our relationship, we shall meet one to three times. That is usually what is needed to initiate the process. Subsequently, the consulting process is simple and keeps you continuously in the loop.

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Q & A

How can investment consultant be provided outside of a bank? What is the difference between a private investment consultant and the consultant at the bank? Is there a charge for personal investment consulting services? How does the investment and savings consulting service work?

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Did you know?

There is a great difference between a private investment consultant and the investment consultant employed by a bank and/or an investment company. While the private investment consultant is not subject to any limitations whatsoever - the other service providers are subject to multiple processes and restrictions in providing service to the individual client, and these are manifested in the performance of the investment portfolio.

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Bank fees

Part of our service includes an analysis of your bank fees or the fees your investment company charges you for managing your portfolio. As your best interest is our highest priority and we are indifferent to who manages your portfolio, we are in the position to help you obtain the lowest fees.

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Recent Posts

A portfolio from the past

A portfolio from the past

14 Sep , 2017

Yesterday I went through the portfolios of my former clients. These are investment portfolios, most of which were conservative with limited exposure to risk assets. These are relatively established customers. Not millions, but not those hungry for bread. Over the years, I have noticed that this segment of customers is more concerned about their money than those...

provident fund – WITH Personal management

provident fund – WITH Personal management

22 Feb , 2017

The management model of personal provident fund (IRA) has existed in Israel since 2007. While there is not yet developed  the Knesset Finance Committee yesterday approved the expansion of the personal management so that all employees in the economy will be able to save for retirement within the limits of the amount of deposit will stand at a little more than...

Israeli Children’s savings plan

Israeli Children’s savings plan

12 Dec , 2016

edsfdfdf As you already know, at the beginning of 2017 the State of Israel will save for each child about – 50 shekels and parents shall have the right to add savings of approximately – 50 shekels more. All we have to do is choose where and who will manage the savings. An option is a bank or a provident fund. In my view, there is a clear preference...

TEVA – ADR

TEVA – ADR

31 Oct , 2016

Teva shares are traded on the Israeli Stock Exchange and Wall Street (dual share). While Wall Street’s turnover is very high in relation to the Israeli one – still – it is after all an Israeli company. Along with all the various investment instruments available today can be invested through ADR: This kind of ETF dual listing. Or by the...

Investment Advice in English

Investment Advice in English

25 Oct , 2016

I got quite a few investors contacted me who do not know Hebrew who have asked how to Invest in Israel. investors thet Hebrew is not their mother tongue. Sometimes it comes to investors, new immigrants, who still have not learned Hebrew fluently, Or sometimes it was Jewish investors or supporters of Israel across the sea that have no connection to Hebrew and...

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