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Expertise in charities

Overview of our services to charities:

Before coming to Israel, our team has managed portfolios for charities for many years and has built up a large clientele. Through our close collaboration with charities we have acquired a deep understanding of the charitable sector.

Customized Services:

Charities require personalized service, tailored to their individual needs. We aim to provide support which is expertly tailored to meet the current and future needs of charities.

An individual team is designated for each charity and works closely with its management. Together we set realistic performance criteria.

Advice on asset allocation:

Our goal is to provide charities, foundations and trusts a service which combines advice and a strategy for asset allocation.

We offer a personalized service which meets all the requirements for our clients, be they Mutual Funds, or any other financial instrument.

Financial Reports:

Whatever the size of your portfolio, we believe that service to our clients is paramount. We will provide you with scheduled reports and meet your specific needs.

We encourage open dialogue and communication.

We will be with you over time and ensure that your organization will continue to increase its resources without any unnecessary risks.

To learn more, call us at +972-3-643-7999 or email us at