Founded in 1971 by three partners operating out of a small office in Allenby Street in Tel Aviv’s city center, we have grown into one of Israel’s leading investment houses and fund managers. Today, we have over NIS 27 billion in assets under management and employ more than 200 people. 

We offer a broad range of investment management and trading services from mutual fund, provident fund, and advanced training fund management, to trading and execution services on the Tel Aviv Stock Exchange and markets overseas, portfolio management, foreign currency trading, online trading platforms, investment banking, management of securities benefit programs, underwriting and offerings.

Our services are supported by our market-leading research department, which covers 100 of Israel’s top companies, and our economics department, which provides coverage of macro-economic developments in Israel and follows trends on global markets. We pride ourselves on having a particularly impressive number of longstanding clients, both private and institutional, who have kept faith with us throughout the years.

Our extensive client list includes public and private institutions, charitable trusts, non-profit organizations and university and hospital research funds, whose investments are managed by a team of skilled and experienced managers.

We aim to provide a relationship-based service that centers on a comprehensive understanding of your needs as a customer and the tailoring of solutions to suit your specific preferences. We make it our business to safeguard and enhance the value of your investments, achieving results that outperform the alternatives on the market over time. Underpinning all of this is the prudent management, and the uncompromising commitment to our clients that has been part of our ethos ever since we first started out over forty years ago.

We passionately believe in what we do – which is why we do it well.