Investment Offerings

We offer clients around the world managed investment accounts in the following publicly-traded securities*:
  • Israeli stocks listed on Tel Aviv Stock Exchange
  • Israeli stocks listed on Nasdaq, New York Stock Exchange, or London Stock Exchange
  • Israeli bonds
  • Israeli Exchange Traded Funds (ETF)
  • Israeli mutual funds
Israeli securities can be denominated in US dollars, Israeli shekels, or both*

Account Types
  • Individual
  • Joint (Joint Tenant, Tenants in Common, Community Property)
  • Designated Beneficiary (Transfer on Death)*
  • Custodial (for minors)
  • IRA (Contributory, Traditional, Traditional Inherited, Roth, Rollover from 401(k), 403(b), 457, etc.)*
  • Trust (Revocable and Irrevocable)*
  • Corporation*
  • LLC*
  • Business Partnership*
  • Organization*
  • Non-profit*
  • Family Office*
  • Small Business*

Brokerage Custodians

  • Charles Schwab
  • Interactive Brokers
  • Meitav Trade (Israeli custodian)
Deposits, Withdrawals and Distributions
  • One-time or periodic deposits via:
    • Electronic ACH immediate transfer
    • Online Bill Pay
    • Check
    • International SWIFT wire transfer
    • IRA electronic rollover (ACATS) or check
  • One-time or periodic withdrawals via:
    • Electronic ACH immediate transfer
    • Check
    • Internal cash transfer between accounts
    • Bank wire transfer
    • IRA electronic rollover (ACATS)
    • IRA transfer via check
    • IRA distributions*
    • Bill pay/credit card/debit card*
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*different brokerage custodians offer different asset classes, currencies, account types and deposit and withdrawal mechanisms

**available in some countries

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