Frequently Asked Questions

What is a ROBO ADVISOR?

Robo investing is a hugely popular and ever-growing method of automating the allocation of assets using a computer algorithm built by licensed investment professionals. With automated tools, you can offer investment suggestions, manage money, balance a portfolio and create an asset allocation that is tailored to the customer's risk level. The use of technology significantly reduces costs such as management fees, trading fees and banking fees. This means that you can sign up quickly and easily to receive investment services that are totally online from any kind of digital device at any given moment.

 

What is the minimum and maximum investment amount?

The minimum portfolio is only 10,000 Shekel/3000 USD.

 

How do we determine the right level of risk for you?

We will recommend your appropriate risk profile after learning about you from your answers to our investment questionnaire, such as: At what point are you in your financial life? What is the purpose of your investment? What is your level of knowledge in the field? etc.

 

 

How do I track the performance of my investment?

The portfolio is managed through an investment account in your name, which you can log in to from anywhere at any time, keeping up to date with the account status, and allowing you perform actions such as making new deposits and withdrawals.

 

 

Who is my account supervised by?

The investment activity is supervised by the Israel Securities Authority, License No. 12918.

In addition, as part of our collaboration with Interactive Israel Group, we recommend managing the funds in an investment account at U.S. brokerage giant Interactive Brokers, which are registered and supervised by the U.S. Securities and Exchange Commission, FINRA and the SEC, in addition to the CFTC and NFA and other independent oversight bodies around the world. The funds and positions in the account are insured by the SIPC organization, and each account is insured for up to $500,000.


 

What assets will my portfolio consist of?

We invest in a portfolio US ETFs in order to provide suitable diversification, even for small portfolios. ETFs are also often much cheaper than mutual fund and other types of investments. This creates significant cost savings, which in turn affects your portfolio’s level of return

How much does it cost me?

The service costs 0.5% annually.

 

 

So where do we start?

By clicking on the link below, you will reach the questionnaire, after answering a few questions you can get a free initial mix. In order to receive the full recommendations, the registration process must be completed.

The service can be canceled at any time.

 

 

Is there a PFIC Problem

 

What form do I get for my US CPA

 

Do I need a US Address