Investment consulting is regulated by the Israeli Securities Authority, and is subject to the Regulation of Investment Consulting and Portfolio Management Act – 1995. An investment consultant is required to comply with the requirements of the law as well as to be covered by professional liability insurance.

!No! Absolutely not

The portfolio/CD’s/savings accounts remain safely in the bank, where you manage your banking activity.

A private investment consultant meets all of the clients’ needs while being completely independent of an employer (bank). His independence allows him to offer the client to a wide range of investment choices, both trust funds, CDs and savings plans offered by any and all banks.

In addition, since you are paying his fee, the private investment consultant maintains a constant commitment to your portfolio’s performance. The bank’s investment consultant is paid by the bank, primarily offers you the bank’s products, and serves the bank’s interests.

: Yes. You are employing me and are the only ones who pay my salary.As a private investment consultant, I am not compensated in any way by a bank, an investment firm, an insurance company or any other financial institution.

We believed good and professional service deserves fair compensation.

Yes. You are employing me and are the only ones who pay my salary. As a private investment consultant, I am not compensated in any way by a bank, an investment firm, an insurance company or any other financial institution.

We believed good and professional service deserves fair compensation.

Only investment consulting. We customize and personalize investment portfolio that suits your needs, and provide you with ongoing financial support. We present you with the entire range of the best financial options, as well as devise for you an independent investment strategy.

No. The investment consulting service is given regardless of who is hosting your portfolio (a bank or an investment firm). There is no need to grant us power of attorney.

You, as the account holder, decide where to administer your account. The private investment consultant has no access whatsoever to this account.

However, if you will prefer to require that from us, we can operate on your behalf under a partial of full power of attorney.

.Our operating mode is simple and easy

After conducting an initial meeting and examining all your needs, we will define an investment or savings portfolio that is optimal for you. At the end of the analysis, we will deliver a comprehensive report – a “Consulting Protocol”. The Protocol will include detailed execution orders and instructions that your bank or investment firm can execute for you.  At the same time, we will continue to monitor yourvportfolio on a regular basis, and make sure it is performing as required.

After defining the portfolio that suits your financial profile, we switch to a continuous monitoring phase. I constantly monitor your portfolio and contact you on a regular basis (monthly/bi-monthly) to give you an update or suggest recommended adjustments. At any time, you are welcome to contact me and ask anything about your current financial situation.