Investment Centers

Our Team of Experts, Working for You

Our investment centers offer advanced advisory services, customized for client needs with strictly objective, professional advice in conformity with the Regulation of Investment Counseling Law and relevant provisions of the law.

Our investment centers are staffed by leading investment advisors, focused on the capital market and investment activity, and who are there for you, in person.

Our investment advisors are happy to offer investment advice customized for your needs and instructions, based on the investment policy and risk level appropriate for you, and may even initiate calls with advice that could be of interest to you.

This is a unique service, combining high professional standards and exceptionally personalized service.

Professionals - for you

The investment center team is made up of expert investment advisors, licensed by the Israeli Securities Authority. The team constantly holds expert consultation and receives information from the bank's Research Department and Investment Committee.

The investment center team uses advanced advisory tools to support their services, enabling market and trend analysis, as well as independent research into global stocks from the investment research firm, Morningstar.

The service is provided subject to the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law, 1995, subject to relevant provisions of the law and according to the engagement with the bank in appropriate service agreements, subject to terms and conditions thereof.

We are here for you

Your investments are important to us, therefore our advisors are engaged exclusively in providing investment advice.

Our business hours: Sunday from 8:30am to 3:00pm, Monday to Thursday from 8:30am to 5:30pm, Friday 8:30am to 2:00pm, Holiday eve 8:30am to 12:00pm, Hol Hamoe`ed coinciding with trading hours on the stock exchange. Closed on Sabbaths and Jewish Holidays.

Attentive to your needs

The investment center team will provide you with personalized service, after learning your needs and investment objectives. In accordance with your needs, we can initiate advisory calls to you, drawing your attention to interesting opportunities.

With the extensive professional information we receive from the bank's Research Department and from other sources, we can offer you professional, current advice and provide you with economic reviews prepared by the bank's Research Department.

The service is provided subject to the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law, 1995, subject to relevant provisions of the law and according to the engagement with the bank in appropriate service agreements, subject to terms and conditions thereof.

You may leave your information under Contact Us and a banker will call you back soon.

The service is available at investment centers for those with investment portfolios ranging from NIS 500,000 to NIS 4 million.

* Joining the service is subject to the bank's terms and conditions.