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

What is your investment philosophy?

We believe in disciplined, evidence-based investing. Our strategies emphasize diversification, low-cost implementation, and long-term focus rather than market timing or speculation. Each portfolio is customized based on your risk tolerance, income needs, and currency exposure—helping you grow wealth with confidence and clarity.

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.

How do you handle investment accounts for dual citizens?

We work with financial institutions experienced in serving dual U.S.–Israeli citizens. Your accounts are structured to comply with FATCA and SEC regulations while maintaining access to a wide range of global investment options. We ensure all reporting and compliance obligations are met, simplifying your experience as a cross-border investor.

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

Navigate

Subscribe to Our Newsletter