Portfolio Management - Mutual Funds - Investment Retirement Account (IRA)
Disclosure
Eckhaus Capital Ltd. (hereinafter: “the Company”) is engaged in portfolio management and investment marketing, as defined in the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995 (the “Investment Advice Law”). The Company does not engage in investment advisory services.
The Company holds a valid portfolio management license (License No. 821).
As part of its activity as an "investment marketer," the Company may receive benefits in connection with financial assets purchased for a client's account. The Company may prefer financial assets to which it has an affiliation over other similar financial assets to which it has no such affiliation. A list of affiliated financial assets is available and updated from time to time on the Company’s website.
Nothing in the reviews published on the Company’s website and/or on any of its social media pages (collectively, “Company Platforms”) should be considered a substitute for investment marketing by a licensed investment marketer or portfolio manager who takes into account the specific circumstances and needs of each individual. The information published on the Company Platforms does not constitute an offer to purchase securities and/or mutual funds.
It should be emphasized that the Company may hold securities mentioned in the reviews published on the Company Platforms in portfolios it manages for its clients and/or in its own proprietary (nostro) account.
The information presented in the reviews is based on data published by the companies under review, public company disclosures, public information databases, and/or media sources. The Company is not responsible for the accuracy of such information, nor for the completeness of the reviews, and nothing in the reviews, their findings, or conclusions should be considered a recommendation to take any action or as a guarantee of any profit for the reader.
The Company serves as an external investment manager for mutual funds managed by Ayalon Mutual Funds Ltd., and therefore Eckhaus Capital Ltd. is affiliated with Ayalon Mutual Funds and has an interest in financial assets issued or managed by it.
List of mutual funds:
Eckhaus (4B) Israel Equity Fund
Security Number: 5140579