Moshe Jonas Investment Management Ltd. was founded in 2006 in Jerusalem by Mr. Moshe Jonas. Since its inception, the firm has focused exclusively on managing investment portfolios for individuals — this is its core and sole purpose.
Mr. Moshe Jonas, the sole owner of the company, is not affiliated with banks, corporations, or insurance companies — a fact that ensures completes absence of conflicts of interest. Every client receives professional, optimal service, with full attention given solely to their personal best interests.
The firm is committed to providing personalized service, tailored to each client. Investment portfolios are constructed according to the client’s age, financial status, risk sensitivity, and personal goals. Our professional experience has taught us that although every client is unique, most share a common objective: to preserve, protect, and improve their financial standing in a dynamic and ever-changing world.

Transparency, Independence, and Integrity – The Foundations of Our Work
Portfolio management is carried out through a personal investment account at a bank in Israel or Europe, or via one of the brokerage firms in Tel Aviv. The firm is granted limited power of attorney — strictly for the purchase and sale of securities. It is not authorized to withdraw funds from the account, and the client maintains full control and access to their account at all times.
At any stage, the client can liquidate all or part of their assets, subject only to market conditions. In addition, clients have access to a secure online platform for real-time viewing of their investment portfolios.

Regulation and Security
The firm is licensed by the Israel Securities Authority and operates under its supervision. It meets all capital and insurance requirements as mandated by regulation and adheres to complete transparency, professional integrity, and full independence.

Experience, Expertise, and Market Connections
Moshe Jonas Investment Management Ltd. offers its clients the benefit of a highly experienced and professional team with deep knowledge of the Israeli capital market, along with well-established business connections in Israel and abroad.