The Company engages in various areas within the capital markets industry, both directly and indirectly, including securities and financial asset transactions, investment management and marketing services, serving both Israeli and international markets.

The company is neither regulated nor licensed and serves eligible clients only.

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The content provided on this site should not be considered as investment advice or marketing, neither shall it replace a personalized consultation tailored to an individual's specific profile and needs. Actions should not be taken based solely on the foregoing information. Any purchase of a security of any type or sort or other financial instruments should be based on a valid prospectus and accompanying immediate reports, which contain the official and binding information for such transactions. These should be reviewed carefully to ensure compatibility with each investor’s profile and unique needs. The Company and its affiliates may hold securities or other financial instruments mentioned on this site.

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The Company has strategic relationships with various financial institutions, third-party managers, and product providers (collectively, “Partner Institutions”). Due to these affiliations, the Company prioritizes products and services from these Partner Institutions over those of third parties who are not Partner Institutions, even when other products or services may equally suit the client’s investment profile. A current list of Partner Institutions can be found below: Barclays, Citi, BNP, Marex, Morgan Stanely, Goldman Sachs, Societe Generale, UBS, CIBC, HSBC, Julius Baer, Bank of America, EFG, Vontobel, BBVA, JPM, Santander, ISP, Safra Bank, UBP, IDBNY, Pictet, Harel Hamagen, Noked, Pagaya, Faropoint, Phoenix, IBI , Hazavim, Electra, Best Alternative,Forte.

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The Company receives financial and other remuneration from Partner Institutions, and, under the Regulation of Investment Advice, Investment Marketing, and Portfolio Management Law of 1995, the Company’s services are thus categorized as investment marketing, and not as investment advice. It should be noted that the Company benefits financially from transactions involving services and products of Partner Institutions.

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Using information from this site is solely the user’s responsibility. While the Company believes the information provided herein is accurate and reliable, it does not guarantee its accuracy, completeness, timeliness, or suitability for specific purposes. The Company, its affiliates, employees, and representatives accept no liability for any direct or indirect losses or damages arising from reliance on the information, any omissions, or any interruptions or issues related to site access. The Company is not liable for any legal claims resulting from the information provided here and is not responsible for how it is used or any difficulties in accessing it.