Invest in Israel

Additional Services

WMI offers additional services for individual purchase

The following services are offered to those who manage their own investment accounts already (self-directed). These services may be purchased individually. Premium managed accounts already include all the following services.

Additional Information:

The client will be provided an asset class allocation chart, upside/downside projections, and a complete table of what the client should buy and how much of each security or financial asset to purchase him/herself online ($180)

Additional Information:

The Investment Advising hourly service allows clients to discuss their current or future investment portfolio on a general basis. Clients will receive an understanding of the Israeli capital market, current market conditions and performance, and tools in which to construct their own portfolio ($90/hour). Investment Advising does not replace the one-time initial Portfolio Creation service (purchased individually or as part of the Silver/Gold offerings) that provides a new client a complete breakdown of suggested financial assets (diversified Exchange Traded Funds tracking market indices) to purchase, including amounts, prices, projected upside-downside annual yields projections, expected cashflow, detailed ETF information and more. This service is not a replacement for full portfolio management (which is the Premium Managed Account). This service does not assist clients that wish to actively manage their self-directed accounts that incorporate individual securities. Wise Money Israel’s individual stock/bond research, portfolio composition, and securities recommendations are only offered to Premium Managed accounts.

Buying and Selling Securities

For those who already have an open self-directed investment account, and desire Wise Money Israel to buy or sell their securities online ($90) on their behalf. The client must provide Power of Attorney to Wise Money Israel at the brokerage firm to effect such transactions.

Purchase

Additional Funds Allocation

For clients with an invested account, Wise Money Israel offers to create an updated target portfolio to accommodate additional funds in their account, and purchase/sell securities to achieve that target ($150). The client must provide Power of Attorney to Wise Money Israel at the brokerage firm to effect such transactions.

Purchase

Tax Reporting

Citizens of countries other than Israel (or Israeli dual-citizens) may have tax reporting requirements outside of Israel. Based on their account data, we prepare for the client an unofficial tax worksheet for their non-Israeli tax reporting needs ($90). The Client may be instructed how to obtain transaction data from the brokerage.

Purchase

Connect With Us

 

Contact Us