Investment portfolio managment

MORE investment house, established to provide an opportunity to make a quality investments ensuring personal, professional and discrete service. For over a decade now we have been providing portfolio investment services to multiple private clients and institutions, based on our extensive accumulated experience, advanced analysis and research abilities and a full transparency policy in investment management matters.

 

MORE investment house is part of More investment Group which is a publicly traded company on Tel Aviv Stock Exchange since July 2017.

Our clients have, at their disposal, a personal investment manager who is available for them at any time. The investment manager sees to it that they are updated with every development in their investment portfolio and in the capital market. MORE investment managers hold an ISA investments license (Israel Securities Authority) and have many years of experience in investment management during periods of declining and raising stock-market.

 

When managing investment portfolios, we constantly maintain the guiding principle before us – i.e. optimally tailoring the portfolio for each and every customer according to their personal needs, wishes and preferences, managing the portfolio at full transparency and rendering professional service.

INVESTMENT POLICY

 

The policy of investment in portfolio is determined and implemented by the investment team under the supervision of Yossi Levi, CEO of MORE Investment House, who has over 30 years of experience in the capital market and is updated in a weekly investment-forum basis.

 

We integrate the research conclusions of MORE Investment team and the specific requirements and needs of each client – with the extensive accumulated experience we have in the market – aspiring to create a balanced exposure to the capital market and careful selection of the investment targets.

THE KEY TO SUCCESS: PERSONAL CONTACT AND INQUIRY OF NEEDS

 

We believe that the key for building a successful investment portfolio is a thorough inquiry of needs, already on opening the portfolio. Thereafter we make sure to keep an ongoing personal contact with our clients, and make changes in the portfolio – according to market developments – subject to the determined investment policy.

 

The investment portfolio is managed in the personal client’s bank account, which instills great confidence, since the money remains in their full control.

 

The Investment House enjoys extensive contacts with the banks, and as part of our comprehensive service umbrella we also handle matters relating to account management where the portfolio is managed.





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