Can you help me invest in Israeli real estate or startups?

Can you invest my money in shekels, dollars, or both?

Yes. We offer multi-currency investment strategies. This means you can maintain exposure in both U.S. dollars and Israeli shekels, allowing for flexibility in withdrawals, expenses, and diversification across currencies. This helps protect you from exchange rate volatility and inflation in either country.

What happens if my US-based custodian closes my brokerage accounts, because I am no longer resident in the US?

You will need to establish a new account at a US-based custodian who does provide custody for people living outside the US. Read our US expat case study for a description of how that was handled for one particular client.

Also please note that while some US custodians may allow your account to remain open, they may not permit purchases of new securities, or of certain types of securities. Hence we believe you will want to transfer to an account that offers more investment flexibility.

Do you offer U.S.-compliant investment options for Americans living in Israel?

Yes. Many Israeli banks and advisors face restrictions when managing investments for U.S. citizens. We specialize in offering U.S.-compliant, cross-border investment accounts that meet all IRS and SEC reporting requirements while remaining accessible to clients living in Israel.

Can you help me invest in Israeli real estate or startups?

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