Managing Funds for Charities
Your financial needs may vary.
We need to develop a good understanding of your long term goals and your requirements before offering investment strategies.
We will develop a long term strategy based on expected yields, acceptable level of risks, while maintaining the highest ethical standards.
Although each charity differs in its requirements, there are four essential steps:
- Conduct a thorough review of the financial condition of the company.
- Recommend strategic asset allocation.
- Earmark the most suitable investment for each asset.
- Monitor and send current updated reports.
If and when we conclude that a different investment approach should be followed, we will ensure that it is adopted.
How we can help you:
We specialize in managing funds for charities.
Our team is aware of your requirements and will therefore:
- Provide straightforward investment solutions which meet your goals.
- Relieve you of the administrative concerns related to your investment.
We manage the assets of a wide range of clients’ investments in charities. Our clients, whatever their finances, can be assured of our commitment to maintaining the highest standards.
When building your portfolio, we will identify companies which should increase their profits and dividends in years to come.
Diversification across sectors and geographic regions is important.
Therefore, we use mutual funds which meet specific criteria in terms of geographical allocation while meeting the highest ethical standards.
We are committed to the highest service and performance. Our customers have complete confidence in our ethics, and problem solving abilities.
Reliable, professional, committed, Bethel Finance is your ideal partner.
Call us at +972-3-643-7999 or email us at email@example.com