My 9 Benefits as a Private Investment Advisor:
1. Objectivity and Independence
2. Peace of mind
3. Saving fees
4. Control of commission payments
5. Many years experience
7. Service and availability
8. Getting a service from a permanent investment advisor
9. Consuming and analyzing information 24/7
Objectivity and Independence:
As a private consultant, I provide objective – full objective advice in choosing investment products according to the nature of the investment portfolio. Starting with stock selection, bonds, mutual funds, ETFs, deposits and other products. In Israel and abroad. I have no access to the financial products and I have no financial products.
As a private consultant, I provide independent consulting – this is because I have no connection with any investment body, regardless of any bank and regardless of any insurance company. I receive no commission from any other party other than the client’s consulting fees, I have no access to the financial products and I do not have my financial products.
From my position as an investment advisor with a license to look after the portfolio with objective and independence.
Peace of Mind:
The money stays in your bank account, under your control and your responsibility
Your portfolio is very important – it may be all your existing money.
I need to provide you with counseling services so you can keep your peace of mind and the headache of your portfolio falling on my shoulders.
You may be thinking from my stomach – but you are paying me to think from my head.
From my position as an investment advisor licensed to take care of your peace of mind.
For many years we have become accustomed to the banks finding more and more creative ways to milk us with commissions. Also in commissions related to the portfolio.
From my position as an investment advisor licensed to ensure the most significant reduction in fees.
Control of commission payments:
Reducing the bank fees on the portfolio is right and that’s good – but you also need to monitor the execution of the action. Therefore, the issue of fees will be reviewed at all times to see that the benefits and savings of fees remain in effect.
From my position as an investment advisor with a license to take care of your commission payments.
Many years experience:
I started my way in the financial markets in 1993 – at that time everything was different: the communications, computers, stock exchange, trading methods, investment products, banks, investment houses and more.
Apart from the stock exchange, I held several senior positions in public companies: Chairman of the Board of Directors, Director, CFO, CEO, Thought and more.
From my position as a licensed investment advisor to bring all my experience to your portfolio.
My expertise is a direct result of many years of experience, love of the profession, perseverance and adherence to the field of investment consulting – purely investment portfolios. Neither advises on real estate nor on business. Only investment portfolios.
From my position as a licensed investment advisor to contribute my expertise to your portfolio.
Services and availability:
Service and availability is the AB for you as a customer and for your portfolio.
I Should be available and serviced at every turn and question and not be bound by “operating hours”.
From my position as a licensed investment advisor to provide the highest level of service and availability.
Receiving service from a permanent investment advisor:
The only person from whom you will receive investment advice – it’s me.
Unlike banks or investment houses or insurance companies – where there is a turnover of employees – you will get investment advice from a permanent advisor – i.
Information and analysis 24/7:
In the global world, information is constantly flowing and it is necessary to analyze and reach the best conclusions. Even more so, it is necessary to know how to filter irrelevant information and to know what types of information are appropriate for each investment portfolio and each client.
As an investment advisor who loves his profession, I Getting information all the time, aware of global changes and events, and analyze the information that comes to me according to the needs of my clients.
From my position as an investment advisor with a license I need to consume and analyze information thet can be benefit to your portfolio.