Do you monitor my portfolio regularly?
We monitor each portfolio daily.
Frequently Asked Questions
Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Do you offer bonds or fixed-income investments denominated in shekels?
Yes, this is managed in Israel-domiciled accounts run by Marathon Investment House.
Can you invest in both US and Israeli stock exchanges?
Yes.
Do you help avoid PFIC (Passive Foreign Investment Company) tax traps?
We have strategies in place to assist US client to invest in a manner that avoids PFIC taxes.
Do you offer ESG-compliant portfolios if needed?
We offer ESG-complaint investments upon request.
Are your investment strategies kosher according to halacha if I request that?
Yes; but this would be an Israel-based portfolio only.
How do you select investments for clients living in Israel?
There are three factors to consider here :
1. The client’s risk profile
2. The location of the investment account
3. Tax considerations