by kschwok

BECAUSE MONEY DOESN'T COME

WITH INSTRUCTIONS

ABOUT US

Lucid Investments provides Family Office and Wealth Management services to high net worth individuals, families, trustees as well as private companies.

Over the last 17 years, we have accumulated an important track record in providing professional investment advice.

Our goal is simple: we are willing to differentiate ourselves from the traditional Private Banking providers. Therefore, we have adopted over the years a holistic approach to serving our clients, by identifying first the core investments and legal issues which need to be addressed. Then, we are closely accompanying our clients throughout the implementation process. We believe that our role is not only to determine the specific asset allocation and comparing performances to  benchmarks.

A sophisticated asset allocation is essential to ensure portfolio returns. In our view, it is far more important how much exposure you have to one specific asset class overall than each individual security you invest in. As a result, we believe that time and efforts shall be spent where it really matters on the asset allocation level. Our investment process is especially based on designing a dynamic asset allocation strategy for each of our clients. Thus, this portfolio strategy enable us to protect the capital from risks, capture upside and ensure the returns will be most probably stable across even the most unstable environments.

Our most important goal is to provide a professional yet personal and transparent service to our clients in order to help them preserve their wealth in a prudent approach.


CORE VALUES


We are focusing on servicing the sophisticated needs of wealthy families. Benefit from our Wealth Management insights and best practices so you can fully understand the changing trends that may impact you.

Frequently Asked Questions

A family office is an organization a wealthy family sets up by hiring a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and help them manage and execute their wealth management activities.

The difference is independence. Family offices ideally are not affiliated with any bank, financial institution or asset manager. The advice they provide is strictly objective and without the conflict of a sales mandate or a financial interest in selling particular financial products or services.  A wealth manager comes in many legal forms  – private bank, trust company, brokerage firm, family office, multi-family office, financial planner, etc.

There is no need for you to change banks. As your advocate, we work with each of your service providers to be sure they are working toward your best interests. Through consolidated reporting, we review transactions, confirm pricing, review commissions, identify errors and see that what you agreed to pay is what you are being charged.

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OUR VISION


We make sure your family’s providers are working towards the best interests of your family in a highly cost-effective way. Three core tenets form the foundation for everything we do in Wealth Management:

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The firm is an independent advisory firm. We have no financial interest in selling you products, meaning there are no hidden sales agendas or conflicts of interests

We are bound to put our client’s interests first, ahead of our own. The firm is an independent, fee-only fiduciary firm. There are three defining characteristics of an Independent, Fee-Only Fiduciary Firm:

  • We have a legal obligation to put our client’s interests first, ahead of our own
  • We are paid only by our clients, with a simple, transparent advisory fee that removes any actual or potential conflicts of interest that arise from sales-based compensations
  • Our independence from any financial services firm, bank or broker allows us to asses your needs, then make recommendations and help you find the financial services products and services that are right for you, without any sales agenda
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The firm is a committed advocate for your family’s long-term interests

We understand that you have relationships with financial companies that you value. Rather than compete with them, we work with them to be sure they are all working together toward your best interests rather than their own agendas. But, we serve as your advocate with your existing providers by asking:

  • Are the investment products in your portfolio right for your objectives?
  • How much are you paying each provider?
  • Are you paying different providers for the same services?
  • Are your providers communicating with one another about the overall well-being of your wealth enterprise?
  • Is your current investment strategy consistent with your wealth planning activities?

We help your family execute its wealth management in whatever way benefits you the most ensuring you buy smartly, effectively, and only those products and services that are right for you.

trusted advisors

The firm is on your family’s side, and no one else’s

In many wealth management relationships, families are at a disadvantage because the bank or brokerage firm puts the interests of the firm before the interests of the family. Instead of receiving advice, families often receive recommendations based on the compensation and incentives the advisor may receive. We are duty-bound to act in our client families’ best interests and are never compensated by any third party for recommendations we make. Ever.


// IN THE NEWS


Best Practices: Principles for Aligned Investment Advice in Wealth Management

Lucid Investments | 04.04.2018

After investing capital on behalf of families for a long time, we have seen market ups and downs, bubbles and trends. Through it all, there are several fundamental investments principles for prudent investors.

We are strong believers of following markets indices at low cost, through passive strategies (beta investments).  Historically, active managers often fall short of broad market returns.

Nevertheless, we seek to beat public market returns (alpha) primarily through private, illiquid    investments (alpha investments).  Be mindful though that not all private investments to be carefully analyzed as they involve generally higher fees and expenses. Also, they might be a misalignment between the manager and the investor.

We believe investors should pay close attention to portfolio asset allocation as well as the re-allocation.

 

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ETFs Set to Take Over the World of Investing in 2019

Bizportal | 25.12.2017

Stock pickers, who once beat markets with their gut instinct and appetite for risk, will be relegated to second place in the minds of investors if money continues to flow into low-cost index funds at the current pace.

ETFs, which are almost always cheaper than similar mutual funds. They enable a great diversification at relatively low cost.

There were about 100 ETFs in 2002. Now, with almost 2,000 in the mix, investors have plenty of alternatives to actively managed funds.

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Why you should look for alternatives for your bank deposits

Globes | 31.10.2017

Almost every investor sometimes faces the problem of cash sitting on is account. In the low-interest environment, it is always a problem. You do not want to hurry your stock investment decision, sometimes you have to wait for entry point longer. Sometimes, you do not feel comfortable to invest at the market highs and are waiting for a substantial correction.

We are in a period of rising interest rates. There is no doubt about it. Nevertheless, there are plenty of people who doubt that share prices will rise forever and are afraid of fall. Therefore, there is a legitimate question what to do with your cash you keep for investing in future. And how to keep earning on rising interest rates in the defensive and risk-averse way. Lucid Investments Family Office analysis.

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Former CEO at Pictet Wealth Management Israel Karen Schwok Establishes Lucid Investments  Family Office

The Marker | 21.08.2017

Marius Nacht’s partner and Former CEO at Pictet Wealth Management Israel establishes Lucid Investments Family Office.

Multi-Family Office and Wealth Management firm Lucid Investments is the newest player in Israel’s robust finance industry. The firm’s mission is to assist high-tech entrepreneurs, families and trustees in developing strategies for long-term investment success and asset management within a dynamic economy.

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Former CEO at Pictet Wealth Management Israel Karen Schwok Establishes Lucid Investments Family Office

Markets Insider | 31.08.2017

Traditional international banking services are not ideal for leading high-tech entrepreneurs and startups; these young visionaries dedicate all their time and energy to pursuing their products and services, leaving little time for fund management. With 15 years’ experience working with entrepreneurial clients, Lucid Investments Family Office understands what they need and expect from their family office team, and are entirely capable of meeting and exceeding those expectations.

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// AWARDS


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3 Rothschild Blvd, Beit Psagot, 19th floor
Tel-Aviv 66881 Israel

+972 3 516 3279

Do you have questions about how we can help you? Send us an email and we’ll get in touch shortly.

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