July 2018 – Tandem Capital

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The forecast for 2019: It is not clear whether you are climbing or falling, how to tighten your seatbelts

Press Release

The forecast for 2019: It is not clear whether you are climbing or falling, how to tighten your seatbelts

By טנדם קפיטל|2019-01-14T09:54:41+00:00July 29, 2018|Categories: Press Release|

The forecast for 2019: It is not clear whether you are climbing or falling, how to tighten your seatbelts. The Marker 09.01.19

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Why Should I Have a Portfolio Manager?

An average person does not possess the required skills set to navigate through the capital markets, especially the global markets. Tandem Capital’s veteran management team, which combines decades of asset management experience, focuses on portfolio diversification, currency exposure and risk management. Tandem Capital has developed long term relationships with major financial institutions all over the world, which create investment opportunities and reduce its client’s costs. Trough its management philosophy of open architecture, the firm offers a broad variety of financial products and services that are barely available to the individual investor.

Why Shouldn't I Manage My Money Through a Mutual Fund or an ETF?

Mutual fund and ETF managers are subject to the investment policies determined in their prospectuses and therefore can not make dynamic decisions and freely revaluate their asset allocation according to the market changes.

Can I transfer to Tandem Capital an Account That is Managed Today by Another Portfolio Manager?

Yes, you should cancel the power of attorney you have given to the former portfolio manager, sign with us a portfolio management agreement and give us a limited power of attorney to manage your account.

How Do I Open an Account?

Contact us at +972-3-611-4626 in order to arrange a preliminary meeting.You will be advised as to the construction of your investment portfolio based on financial goals and needs and your risk tolerance. After you open a separated bank account to be managed, you will sign a portfolio management agreement. Finally, you will sign on a limited power of attorney in the bank in front of an authorized witness.

Erez brings more than 16 years of experience in the fields of finance, economics and asset management. Erez started his career in the capital markets at Koor Investment House as a Portfolio Manager and Client Relationship Manager. Since 2000, Erez has led the co. Since inception, Tandem capital.

Erez Britt, Founder and CEO

Aaron started his career on Wall Street, in 1986, as a Financial Consultant with Shearson Lehman Brothers and later became a Portfolio Manager with Prudential Securities until his return to Israel in 1995..

Aaron Leitner, Deputy CEO & Partner, Global Investment Strategist, Head of Institutional Services

Ronen brings with him over 15 years of experience in investment management. Ronens career in the capital markets began at Modus Selective; part of the First International Bank Group. Ronen managed institutional and private client portfolios and published economic research reports.

Ronen Halpern, Deputy CEO & Partner, Head of portfolio management services

Monthly Archives: July 2018