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Portfolio Management

A variety of customized financial services to clients around the world

As part of Pioneers Wealth Management and Family Office services, Pioneer also offers managed investment portfolios – in shekels or foreign currency – which blends direct securities, like stocks and bonds, with a combination of funds and Index trackers of leading investment houses from both the local and international market.

In addition, your managed portfolio is individually and optimally tailored to your needs and risk profile. We receive our management fee solely from you, so that you benefit from an objective service with no conflicts of interest.

Pioneer Wealth Management has over 30 years of experience in the global markets, and is licensed in several countries, such as Israel, South Africa, the United States and Canada. This experience contributes to the creation of our long-term and well-established relationships with leading financial institutions and banks in Israel and worldwide. Our economies of scale enable us, among other things, to reduce your costs, and provide exposure to a wide range of investment solutions that the average investor is not usually aware of.

The Pioneer Investment Research department works in a structured and orderly way when examining new investment options and when monitoring and supervising existing investments. We believe that optimal asset allocation and careful diversification are crucial for risk management, which in turn improves returns. These management principles also contribute to making the portfolio ready for and resistant to extreme and unexpected volatility in the markets.

Among the many benefits of Pioneer's portfolio management service:

  • Objective service, with no conflict of interests
  • Attractive fees and costs
  • Fully transparent
  • Multi-currency management option - shekels and/or foreign currency
  • The option to combine with traditional portfolios or to create dedicated portfolios of Alternative Investments (such as: real estate, structured products, hedge funds, loans, etc.)
  • A variety of verified investment solutions
  • Risk management
  • Personal customization
  • Supervision and control, including adjustments to your changing needs and market conditions.