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.
No, according to the instruction of the banks’ supervisor, you should have a dedicated account for portfolio management.
Yes, you can open an offshore account. Tandem Capital has agreements with several overseas banks that enable its clients to open an account through it. These agreements save clients the need to travel abroad in order to open an account. Tandem Capital can also manage existing offshore accounts, but we recommend opening an account in one of the above referenced banks due to the benefit of Tandem Capitals negotiated reduced fees.
The money will be deposited in your bank account and only you will have the authority to withdraw it. Tandem Capital will manage the portfolio in your account through securities buying & selling orders and foreign currency activities, subject to our agreement.
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.
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, you can always contact us for additional information.
According to the Israeli securities law, a Portfolio Manager must sign an agreement with his client, which includes the investment policy, the manger’s level of authority and judgment and the management fees.
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 financial instruments. The power of attorney can be canceled anytime.
According to Israeli law, the bank is not empowered to engage in portfolio management. Your Advisor can give you an opinion concerning investment matters, but may not sell and buy securities on your behalf.
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
First of all, you should remember that there is no such thing as an investment without risk. History shows that a bank can also go bankrupt. In addition, you should consider the returns you expect, your investments liquidity, currency exposure and how you preserve the future buying power, of your money, against inflation.
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.