80% of money managers typically underperform the broad stock market.
The 20% of managers that do exceed the benchmarks – tend to do it inconsistently.
Over the long run, the U.S. Stock Market has handily outperformed
inflation and has yielded over 10% per annum....
Broker management fees and commissions have a profound adverse
effect on your portfolio returns.
Harnesses the science of capital markets - putting Nobel Prize winning economics and the Buffet investing philosophy to work for your portfolio
Combines “Cap-Weighted” and “Smart-Beta” Funds
Provides conflict-free investment advice
Offers investors an alternative to the typical Wall Street experience
Manages your funds in your own account
Executes (on average) fewer than 14 transactions per year in your account
Receives no commission rebate, and you are charged ultra-low fees ofunder $10 per transaction (using Schwab intitutional brokerage and custody)
Is fully-licensed and regulated by the Israeli Securities Authority
Is one of Israel’s oldest money management firms (est. 1981)
Approved to manage funds by
PAST PERFORMANCE IS NOT INDICATIVE OF LIKELY FUTURE RETURNS
INDIVIDUAL PORTFOLIOS MAY DIFFER.
INVEST ONLY AFTER CAREFULLY READING OFFERING MATERIALS.
CAPITAL NOT GUARANTEED. ALL INVESTING INVOLVES RISK.