The BALANCE Family Office, managed by experienced, respected and talented financial experts, offers clients highly-personalized service to examine and monitor assets, while selecting high-performance investment realms. BALANCE works in tandem with veteran financial entities in the capital market, boutique investment firms, and top investment houses.
BALANCE advises clients of the wide variety of alternative investments available for consideration, including European and US Real Estate, Asset Loans, and more. Such investments may be particularly attractive since they are not directly coordinated with the capital market, thus constituting an anchor for the investment portfolio.
Investments of these varieties will generally be registered in the client's investment portfolio at his bank.
BALANCE professionals perform a composite examination of client-owned products and services from insurance companies & leading Israeli investment houses. Among those included are advanced study funds (hishtalmut), savings policies, and such personal provident fund management as IRA provident funds, provident funds for investments, Amendment 190, and more.
BALANCE clients deserve the best. Each investment portfolio is personally managed by the firm’s CEO, who maintains ongoing contact with the client.
Every investment portfolio is tailor-made to meet the client’s particular needs and preferences.
BALANCE’S personal management of the "boutique" portfolio gives clients the rare benefits of flexibility, efficiency and prompt action, advantages which cannot easily be offered by large investment houses dealing with thousands of portfolios.
Faig Itay
The information provided above does not constitute an advisory or marketing effort for investment and/or financial purchase. This information is not to be considered as an investment advisory or as any type of substitute for personal consultation conformant to each person according to his needs and personal details, and does not replace personal consultation, as noted. This document does not constitute a recommendation to purchase stock, bonds, mutual fund units, or any other financial product. The above should not be construed as a commitment to achieve any return.
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