Important things to know – The three building blocks of investment

A managed portfolio is a securities account managed by a dedicated portfolio manager, who receives power of attorney to deal in assets such as shares, bonds, and mutual fund units. In Israel a portfolio manager will usually hold a license from the Israel Securities Authority and the broker administering the portfolio management service must hold the requisite license as well..

Each investor has a different outlook on investment and different requirements. So it is important for us to discuss your personal circumstances together you with since your feedback will enable us to suggest the right kind of portfolio for you. Together we will set the proportion of risk assets you invest in, your investment range, and on the basis of this, we will suggest a portfolio whose composition is compatible with your personal situation, financial needs and perception of risk. .

Many people deliberate long and hard when choosing the company best suited to manage their savings. Portfolio manager data (i.e. manager performance) is kept confidential and each individually tailored portfolio is likely to produce different results. So you cannot decide which manager to choose on the basis of returns. And in any case, past results may not necessarily be repeated in the future. .