Are you licensed to give financial advice in both Israel and the USA?

Yes, Norman H. Chait, CFA is one of the few fiduciary advisors licensed to give advice in both in Israel and the US in the field of wealth management and cross border financial planning. Norman is registered both with the US Securities and Exchange Commission and the Israel Securities Authority.

Are you a fiduciary, and what does that mean in practice?

Yes – we are a fiduciary financial advisor: an advisor that is legally and ethically bound to act in their client’s best interests, prioritizing the client’s financial well-being over their own compensation or firm incentives. As a fiduciary, Nardis Advisors operates under an asset-based fee-only financial structure to avoid conflicts of interest.

Learn more

How long have you been advising clients with both Israeli and American assets?

Norman H. Chait, CFA founded Nardis Advisors in the US in January 2010. Upon moving back to Israel, he received his Israel portfolio manager license in January 2017.

Learn more

Do you have familiarity with Israeli banking systems and requirements?

Yes, we have familiarity with opening Israeli Bank accounts for American Olim (immigrants). Nardis Advisors is well versed in the key banking issues that affect new olim such as – transferring money to Israel from the US, management of currency risk, and understanding of local banking regulations and practices.

Learn more

Are you licensed to give financial advice in both Israel and the USA?

Navigate

Subscribe to Our Newsletter