Securities Portfolio
Management

If you have the amount of funds you want to invest in order to maximize profit, but do not have the required knowledge, let the experts do it for you. As part of the service, your securities portfolio is managed by the most experienced portfolio managers – directly in your personal bank account.

How Does it Work?

We will first arrange a professional meeting with a marketing representative on behalf of an investment house in which we will formulate an investment policy in the portfolio in order to tailor the optimal investment portfolio to your and your family’s characteristics and personal needs. Later, by giving permission to the portfolio manager, he will be able to give instructions for buying and selling securities in your investment portfolio.

Advantages of Securities Portfolio Management

  • A personal solution tailored to your measurements

    Adjust the portfolio according to your previous experiences, needs, goals and the desired level of risk for you. Choose from a wide range of portfolio types: stock portfolios, mixed portfolios, overseas portfolios, portfolios based on indices and more.
  • Professional and dynamic management

    The portfolios are managed by experienced investment portfolio managers from the leading bodies in the economy, with full transparency about the portfolio and performance.
  • Monitoring and control

    You can view the portfolio’s performance at any time through the bank account, as well as through the investment house where it is managed.
  • Retirement Savings

    A product that allows retirees to maximize their savings and generate additional tax-exempt monthly income after retirement that accrues to an amount higher than the amount of savings deposited through the annuity coefficient that remains fixed.
  • Like Another Pension

    Concentration of the various funds in your possession under one product that will constitute for you another monthly income channel, the tax exemption according to Amendment 190 to the Israeli Income Tax Ordinance.
  • An annuity coefficient is guaranteed in an insurance policy for those who join from the age of 60 onwards

    Maintains the level of monthly income that may be affected as a result of an increase in life expectancy.
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    Your request will be answered within 2 business days

      Your request will be answered within 2 business days