The firm is an independent advisory firm. ​

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.

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Our independence from any financial services firm or bank allows us to asses your needs, then make recommendations and help you find the financial products and services that are right for you, without any sales agenda.

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We are duty-bound to act in our clients’ best interests and are never compensated by any third party for recommendations we make. Ever.

Dynamic Asset Allocation approach

Our goal is simple: we are willing to differentiate ourselves, as a family office from the traditional Private Banking providers.

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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, especially in volatile markets.

Our investment strategy enables us to protect the capital from risks, capture upside and ensure the returns will be most probably stable even the most unstable environments.

​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.

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Rather than compete with them, we work with them to be sure  we are all working together toward your best interests rather than their own agendas.

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But, we serve as your advocate with your existing providers by asking:

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• Are the investment products in your portfolio right for your objectives?

• How much are you paying each provider?

• Is your current investment strategy consistent with your wealth planning activities?

Black Monday and the Corona Virus impact on the global economy and financial markets​​

i24News |  09.03.2020

Interview of Karen Schwok by Jean-Charles Banoun.

Karen shared her insights on how the financial markets and the global economy could be significantly impacted by the rapid expansion of the corona virus.

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View full interview (FR)

Prepare yourself for the end of this fiscal year

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Calcalist | 19.12.2019

As we are approaching the year end, investors who have accumulated this year significant capital gains shall capitalize on the current capital markets fluctuations to reduce their taxable gains.

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View full article (HE) 

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The Marker – 40 Under 40 award

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The Marker | 02.09.2019

Karen Schwok was awarded by the prestigious The Marker magazine  as one of the promising managers of Israel.

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View full list of The Marker (HE)

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