FAQs

How Do I Open an Account?

By |2016-11-06T14:32:38+00:00November 6, 2016|

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 [...]

How Can I get Access to Account Status Updates Regarding My Managed Portfolio?

By |2021-06-25T07:24:20+00:00November 6, 2016|

You have several ways to monitor your portfolio: Via the bank- The bank sends its clients activity reports and account statements. You may also be able to get the required information through the bank's web site and branches. Through Tandem Capital- We send our clients detailed reports at the end of each calendar quarter. In addition, [...]

What is a Power of Attorney?

By |2021-06-25T07:24:20+00:00November 6, 2016|

The bank's activity through the Portfolio Manager is arranged by a power of attorney. The client assigns the Portfolio Manager a limited power of attorney to conduct securities transactions, detailing the types of activities that the portfolio manger is authorized to execute. The client can also authorize the portfolio manager to carry out transactions in other [...]

Why Should I Have a Portfolio Manager?

By |2021-06-25T07:24:20+00:00November 6, 2016|

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, [...]

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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.
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