About Profile

Local Presence, Global Expertise

Our mission is to provide personal and knowledgeable financial and investment advice to help you clarify your goals and realize your dreams. We sit down with you and get to know who you are, and where you want to be. Together, we'll review your current and long-term financial needs. This way, we can help you create a realistic, personalized investment strategy.

Your objectives may include a comfortable retirement, paying for your child's education, helping your children buy an apartment, or other goals that will bring you satisfaction and peace of mind. We want you to feel secure that your aspirations are attainable. We take great pride in our sound, consistent, professional advice and investment advisory services.
We are accustomed to working with people who live in a different time zone from their investments. We recognize that individuals and families have different needs and goals. We help you balance risk with potential reward. We work closely with you to understand your goals, risk tolerance, liabilities, and assets. After listening to you, we develop a comprehensive, customized strategy to help you meet your future with confidence.

As cross-border investment professionals, we have extensive experience with:  

  • International financial planning by certified financial planners (CFP®)
  • Global investments (stocks, bonds, mutual funds, and CDs)
  • U.S./Israel tax compliance issues*
  • Currency risk management
  • Olim, both with pre-aliya and post-aliya planning

We Give Service

We believe that financial planning and investment management are pieces of the same puzzle. Our focused, client-centered philosophy is all about service, including client education and personalized attention.

We pride ourselves on clearly explaining investments, statements, and related paperwork. We believe in regular account reviews, as well as consultations with qualified accountants, lawyers, and insurance agents in order to integrate tax, legal, and insurance solutions into your estate plan and investments. We look forward to developing a long-term relationship with you.

We Refer Accounts To Money Managers And Pershing LLC
Through our relationship with Portfolio Resource Group we help people living in Israel open traditional U.S. brokerage accounts custodied at Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation, to trade stocks, bonds, mutual funds (both U.S. and offshore), unit trusts, and CDs. Accounts can include checkbooks and debit cards. Managed money accounts for clients with accounts of $100,000 or greater provide access to exclusive, institutional-level money management firms.

Let our local presence and global expertise help you
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*We are not tax advisors, accountants, or lawyers. However, we have experience in dealing with these issues and can work closely with your tax advisors to coordinate your tax situation with your investment portfolio.
 

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