Investment Management with Tandem Capital
Expertise, Transparency, and a Personal Approach
At every stage of the investment process
From defining objectives to adapting to changing market conditions —Tandem Capital provides its clients with personal and professional guidance. We operate with strict regulatory compliance and a firm commitment to the highest standards of financial service and asset management.
Tailored portfolio construction
Based on a deep understanding of the client’s needs, goals, and desired risk level.
Investment accounts with selected banks
In Israel and abroad, with full assistance in handling bureaucratic procedures.
Access to a variety of financial instruments
Including stocks, bonds, and ETFs, under continuous professional supervision.
Our Work Process:
With more than two decades of experience in the financial arena, we offer our clients a unique combination of professionalism, transparency, and the highest level of personal service. Every client benefits from ongoing access to information and performance updates, close guidance and direct human support at every stage, alongside strategic relationships with leading international institutional entities and top-tier banks. Together, these elements enable us to deliver reliable, tailored investment solutions backed by proven expertise.
Initial analysis of needs and outlook
To establish a solid foundation for the investment portfolio.
Full support in opening an account
With the appropriate bank, including assistance with the technical process.
Diversified portfolio construction
Based on an adapted risk structure, asset mix, and target allocation.
Ongoing management
Including continuous monitoring, updating, and evaluation in response to market changes.
Global Investments – Smart and Efficient
Tandem Capital collaborates with some of the world’s leading financial institutions, including UBS, UBP, Safra Bank, and Interactive Brokers. These partnerships enable our clients to benefit from competitive terms, reduced fees, and access to global assets. Investment accounts can be opened easily from our offices, without the need for direct communication with foreign banks. Our ongoing relationships with international banking branches allow for efficient and responsible cross-border investment management. Whether you're looking to diversify your portfolio or enter new markets, we guide the account opening process while maintaining liquidity, flexibility, and alignment with client objectives.
Foreign-Currency Investments – Global Management with Professional Oversight
Our global investment strategy is based on a combination of long-term strategic thinking and tactical adjustments aligned with market conditions. We construct portfolios across various asset categories—including equities, bonds, index-based investments, and alternative assets—tailored to the client’s risk profile and investment goals. Asset allocation is customized following in-depth analysis of the client’s characteristics and using advanced tools for optimization and continuous tracking.
- Global investment management using a prudent, data-driven approach.
- Real-time adaptation to changing market conditions and opportunities.
- Geographic and asset-class diversification to reduce risk.
- Access to international financial instruments—including funds, indices, and more.
Tandem Top Select Model – Institutional Investment Wisdom, Personally Tailored
The model developed by Tandem Capital offers private investors and companies informed exposure to the investment strategies of institutional entities—such as pension funds, provident funds, and insurance companies. This research-driven approach is based on asset allocation analysis of key financial system players. Using an advanced mathematical model (Kalman filter), we analyze, weight, and dynamically adjust portfolios—primarily using liquid and passive instruments such as ETFs. The model is built on broad diversification across approximately 20 sub-asset classes.
- Alignment with institutional outlooks, via a balanced and prudent strategy.
- Continuous monitoring and benchmarking insights.
- Reduction of management biases through broad market averaging.
The Flexible Model – Smart, Personal, and Adaptive
Tandem Capital’s Flexible Model is designed to accommodate a wide range of client needs—while preserving existing holdings and minimizing unnecessary tax consequences. This model enables the construction of a fully personalized investment portfolio that integrates different strategies, varying risk levels, and a unique investment horizon. Adjustments are made continuously, in line with market changes and the client’s life circumstances.
- Full personalization based on the client's financial profile.
- Tax-efficient management by retaining existing assets.
- Dynamic, transparent management with continuous oversight.
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