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?

Trends investors should pay attention to in 2021

Walla News | 24.01.2021

Interview of Karen Schwok in Walla News regarding the trends investors should pay attention to in the next months. 

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View full article (HE) 

The results of the US elections will create more visibility for investors. The vaccines are about to be administered. The markets will most certainly continue to perform well

Globes |  20.12.2020

Interview of Karen Schwok (קארן שווק) by Guy Ben Simon.

Karen shared her insights on the current various risks and opportunities that have  strong influences on investors and capital markets.

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Vaccines vs. variants: the race to immunize the developing world.

Calcalist | 24.02.2021

Developing world struggles to get its shares of Covid vaccines - investors should take into account this could impact the global economic recovery.

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View full article (HE)