Designing and implementing individually tailored solutions for clients' changing needs and a challenging market, Excellence Nessuah Management provides innovative investment portfolios for both large retail and institutional clients, government & public authorities and non profit organizations.
Licensed to deal in all types of investment including the Stock Exchange, bond market and options (MAOF), each strategy carefully considers and measures:
Terms of Investment Required liquidity Required yield Balanced exposure Desired level of risk Tax concerns
As one of Israel's leading institutional and portfolio managers, we enjoy successful and long standing relationships with large retail and institutional clients. Our experience and informed research enable us to devise optimal investment strategies and provide unbiased and well-balanced advice. As a member of the Tel Aviv Stock Exchange, we operate directly on different markets and react quickly to market changes.
Regularly evaluating and re-evaluating the performance of our portfolios, we provide user-friendly reports and analyses to our clients, as well as surveys and macroeconomic reports. We immediately accommodate any changes and amendments per our clients instructions, in compliance with applicable advisory laws. All of our investments meet quality control standards and our portfolio managers are licensed under the Israeli Financial Intermediaries Act. We manage our clients' portfolios in accordance with the 1995 Advisory Law, which mandates supervision of the Tel Aviv Stock Exchange.