Portfolio Management - Mutual Funds - Investment Retirement Account (IRA)
Services
Eckhaus Capital Investment Company offers a variety of financial services to its clients, including:
Portfolio management, Mutual funds and customized IRAs (IRA)
Investment Portfolio Management
Investment portfolio management for private and institutional clients is accompanied by Adv. Alon Eckhaus and his staff. Customized investment portfolio management including global exposure according to the characteristics and needs of the investor. Private investment portfolio management is intended for clients whose investments amount to NIS 500,000,000 or more. Clients required to manage an investment portfolio in blind trust enjoy discreet service while adapting to the required legal aspects.
Investment Retirement Account (IRA)
An Individual Retirement Account (IRA) is a fund in which the accumulated funds are managed only for the saver, and not as part of a pool of customers. The fund under personal management allows savers to enjoy the benefits of provident fund savings (such as tax relief), while having complete control over the management of the funds by the saver. A personally managed provident fund was first introduced in 1974 in the United States. In Israel, it is a matter of managing a personal fund in a study fund or a liquid provident fund
Mutual Funds
A mutual fund allows savers to benefit from dynamic investment management, with an aim to achieve broad asset diversification and a balanced approach across different investment channels. Investments are made in accordance with a predefined investment policy, as detailed in the fund’s prospectus. The fund offers several key advantages, including transparency, high liquidity, and professional management.
Eckhaus (4B) Israel Equity Fund
Security Number: 5140579
This publication does not constitute a guarantee of any return, including excess return. The information herein is not a substitute for investment advice provided by a licensed investment advisor who considers each individual’s specific circumstances and needs. Nothing stated herein constitutes an offer to purchase units in the fund. Any purchase of fund units should be made in accordance with the valid prospectus and current reports.
Investment Manager (“Hosting”): Eckhaus Capital Ltd.
Fund Manager: Ayalon Mutual Funds Ltd.
Past performance is not indicative of future results.