Investment Portfolio Management
Proxima Investment Management Ltd. specializes in managing investment portfolios for a variety of clients in Israel and abroad. The company has business and private clients from the fields of high-tech, internet, industry and more, who have great financial wealth. Proxima helps its customers make the most correct and well-founded decisions. Proxima’s goal is to maximize your profits as a customer with the help of a basket of financial services and products and to provide information and professional help that will help you as a customer to get the full picture.
You as a customer are the main asset of the company and hence the personal relationship and close support you enjoy. Proxima’s advantage is based on the expertise of its managers and employees who have a lot of experience, professionalism and responsibility. Proxima uses the best tools and technology to manage the files and maintain continuous contact with you as a customer. Proxima Investment Management Ltd., holder of a portfolio management license, was established in 2003.
אתה כלקוח מהווה את הנכס העיקרי של החברה ומכאן היחס האישי והליווי הצמוד מהם אתה נהנה. יתרונה של פרוקסימה מבוסס על מומחיותם של מנהליה ועובדיה הניחנים בניסיון רב, מקצועיות ואחריות. פרוקסימה נעזרת במיטב הכלים והטכנולוגיה לניהול התיקים ושמירת קשר רציף איתך כלקוח. פרוקסימה ניהול השקעות בע”מ, בעלת רישיון לניהול תיקים, הוקמה בשנת 2003.
Prominent benefits for you as a customer
Rich experience and expertise
Leading professionals with rich experience in the capital market. Dynamism and flexibility in managing your portfolio.
objectivity
Management services that enable a real choice for you without conflict of interest.
costs
Proxima saves you costs in the investment portfolio and will not charge you fees beyond its agreement with the bank.
Attitude and service
Service and personal attention with each new call, you get a permanent contact person who answers all your needs. The CEO and the VP are your investment managers who give you the service. You avoid changing hands in your portfolio since you are managed by a personal investment house. Proxima does not manage provident funds, trust funds, underwriting and therefore has no conflict of interest whatsoever.
Risk Management
The monitoring and control of the securities in the portfolios is carried out with the help of an advanced computer system and the distribution of investments is done in an optimal way.
Peace of Mind
Asset management is done at your bank in your account. As a customer, you are part of an investment boutique and not one of many like in large investment houses. Diverse investment avenues suitable for you. Dynamic and personal management consisting of stocks, bonds and ETFs in Israel and abroad, according to your character and preferences.
transparency
The case management is done in your account, you receive a regular report on the composition of the case and what is done in it.
