Moshe Jonas Investment Management Ltd

Professional Financial Management Tailored to the Client's Needs

Moshe Jonas Asset Management Ltd. was founded in Jerusalem in 2006 by Mr. Moshe Jonas. Since its inception, the firm’s only purpose has been to provide investment portfolio management services to individuals. With Mr. Jonas the sole owner of the firm, there is no affiliation with any corporate, banking or insurance corporation. Accordingly there is never a conflict of interest and each customer can rest assured that his or her best interests are pursued in all decisions.

Moshe Jonas Asset Management ltd. provides professional investment portfolio management to individuals. The firm is dedicated to give personal service to each client, building the portfolio according to the client’s age, financial situation, sensitivity to risk and personal objectives. We recognize that every client is unique; however, in our professional experience we have seen that most of them share a common factor: To protect, maintain and improve their financial wellbeing in a rapidly changing world.

The firm manages each client’s portfolio through a personal account with one of the Israeli banks or brokers or through a European bank. The asset managers are familiar with the special requirements of American persons and we build their portfolios accordingly. All reports may be issued in English. The firm works under a limited power of attorney to buy and sell securities only, but cannot withdraw money from the client’s account. The client has complete access to the funds in his\her account, and may realize part or all of the money within a few days. Clients can, off course, follow the portfolio real time on the internet.

You can be certain that your interest comes first as our business is founded on three key principles: Integrity, independence and transparency. The firm offers investors to take advantage of our team’s long and successful experience on the Israeli and world capital markets and our extensive connections in Israel and abroad. Our team is familiar with the special requirements of American investors and build their portfolios according to their needs.

Moshe Jonas Asset Management Ltd. is licensed and regulated by the Israeli Securities Authorities and maintains the required capital and insurance coverage, according to the regulations.