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

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.

Do you follow U.S. or Israeli investment regulations?

We adhere to both, depending on the nature of your accounts and your residency status. Our firm is licensed in the U.S. to provide investment advice and works with Israeli-licensed partners when local regulation requires it. This dual-compliance structure ensures you remain protected and fully legal under both systems.

Do you manage investments in both U.S. and Israeli markets?

Yes. We manage portfolios that include both U.S. and Israeli investments, depending on your residency, tax status, and long-term goals. Our approach is fully compliant with cross-border regulations and designed to optimize after-tax returns while maintaining liquidity and accessibility in both countries.

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

Navigate

Subscribe to Our Newsletter