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Investment portfolio consulting 

פיורד השקעות | תמהיל השקעות לדוגמא

As part of the collaboration with the "Afiki Capital" agency  We are proud to give you the opportunity to receive the

Robo Advisor services directly to their account, at a cost of only 0.5% annually!

 

What is included in the program:

  • Build an investment portfolio for clients with an account value of $ 3000 or more.

  • Assemble a diverse mix that suits the nature of the investor and his preferred level of risk

  • Sending appropriate symbols and quantities according to the size of the bag

  • Invest in ETFs rather than mutual funds to create maximum spread

  • Examining the investment portfolio and sending recommendations for change and updating when necessary

  • Preparation of entry orders and protection orders for each position

  • A comprehensive market overview and an explanation of the provision of investment recommendations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

We at Fjord concentrate on investments  Through ETFs, and we do not recommend mutual funds .  

Given that this is an investment instrument that also produces the right spread for any portfolio size,

And also significant savings in costs and trading fees. We will be happy to provide you with a recommended and correct investment mix for you,

After answering a number of important and critical questions to examine the level of risk that is right for you.

The service is intended for traders, investors, with and without previous experience and knowledge in the capital market.  

Who are interested in getting investment advice from us for building their investment portfolio at Interactive Brokers.

The portfolios will be composed and characterized according to your personal risk profile and needs.  

Our goals are:

1. Cost savings in expensive management costs in banks and investment houses

2. Simplify and make accessible the world of investments in general and the world market in particular to any investor who wishes to do so

Using advanced technologies to produce a diverse and right investment mix for you

4. Many and varied options for creating the right mix using sophisticated products

Our method  The innovation is based on the statistical ability of experts  Generate profits and recommend​​ For correct recommendations according to market conditions,

In the most objective way and without the influence of false or vested publications. 

We at Fjord rank the analysts according to their successes over the years,

Then we examine each company in depth while examining parameters from its reports  Financial, financial relations,

Expect growth and more. And all this is done within a few seconds by advanced technological means.  

 

 

The foregoing should not be construed as an undertaking by the Company to achieve any return.

 

** The service can be canceled at any time by sending a cancellation notice to info@fjord.co.il  Cancellation will take effect after business day.

 

 

01 /

Investment portfolio starting at $ 3000

Building a recommended and diverse investment portfolio for portfolios with only $ 3000 or more. The portfolio will be tailored to the most appropriate investment policy and risk level for you.

02 /

Significant savings in fees

Fixed payment of 0.5% per annum. When the average management fee in the industry stands at 1%. Our clients also enjoy significantly lower buying and selling commissions through the global brokerage giant Interactive Brokers.

03 /

Protection and loss prevention

With the help of smart commands such as Trailing Stop, which aim to minimize and limit the maximum loss to a position if it moves against you. Our system will also perform checks on your investment account and send you updates as needed.

04 /

Security and supervision

Interactive Brokers' trading accounts are supervised by FINRA and the SEC and have up to half a million dollars in insurance from the SIPC. Fjord Investments has an investment advisory license No. 12918 from the Israel Securities Authority.

05 /

Your complete control

You can edit the investment recommendations you receive from us, close positions, change quantities and cancel whenever you want. Control always remains in your hands through your investment account.

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