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Englishעבריתالعربية
English
Englishעבריתالعربية
Managed investment portfolios are intended for people who have accumulated a significant amount and prefer professional investment management. Before choosing a manager, compare management fees, the minimum investment, investment policy, where the assets are held and the service provided. We gathered the available offers so you can compare them and make an informed choice.
Last updated: August 2026
| Provider | Minimum Portfolio Amount | Management Fees | International and Foreign-Currency Investments | U.S. Citizens | Where the Funds Are Held | Investment Options and Key Notes | |
|---|---|---|---|---|---|---|---|
 | 300,000 ₪ | Not published; determined individually | Yes | Yes; dedicated track | The customer's bank account | Personal portfolio; global portfolio; dedicated solution for U.S. citizens; Manager solution for lower amounts | Meitav |
 | 400,000 ₪ | Not published; determined individually | Yes | No explicit publication found | The customer's bank account | IBI Leaders, Alpha, Innovation and other options; exposure to overseas funds and ETFs | IBI |
 | 300,000 ₪ | Not published | Yes | No explicit publication found | The customer's account | Personal portfolio; Platinum above 2 million shekels; investments in Israel and abroad | Harel |
 | 300,000 ₪* | Determined according to the portfolio and customer | Yes; foreign-currency portfolio from 100,000$ | Yes | The customer's bank account; foreign-currency portfolios may also be held with foreign banks | Personal portfolio, foreign currency, U.S. citizens, hedge funds and special solutions | Altshuler Shaham |
 | 500,000 ₪ | Not published | Yes | Yes; SEC registration | A bank; overseas portfolios may also be held with a foreign broker | Analyst America, dollar portfolio, global markets, bonds held to maturity and technology | Analyst |
 | 300,000 ₪ | Not published | Yes | Yes | The customer's bank account | Personal portfolio; overseas portfolios; bond portfolio held to maturity; specialized tracks | Migdal |
 | 300,000 ₪* | Not published | Yes, with emphasis on the U.S. market | Yes Specializes in investment solutions for U.S. citizens | The customer's personal account; solutions using overseas trading infrastructure are available | Boutique investment house; investments on dozens of exchanges worldwide. No investments on the Israeli exchange. | Interactive Israel |
 | 1,000,000 ₪ | Not published | Yes; global foreign-currency portfolio | No explicit publication found | No unambiguous details found on the website | Shekel portfolio and global foreign-currency portfolio; boutique investment house | Pasternak Shoham |
 | 500,000 ₪ | Not published | Yes | No explicit portfolio-management publication found | The customer's bank account | Customized portfolio; investments in Israel and abroad | Yelin Lapidot |
 | 500,000 ₪ | Not published | Yes | No explicit publication found | The customer's bank account | Personal management in Israel and abroad | More |
 | 500,000 ₪ for a personal portfolio | Not published | Yes; overseas portfolio from 150,000$ | No explicit publication found | For a personal portfolio, the customer's bank account | Digital from 50,000 ₪; personal from 500,000 ₪; Platinum from 3 million shekels | The Phoenix |
 | Above 1.5 million shekels | Not published | No clear public details found | No publication found | No public details found | Personal Premium management | Epsilon |
 | 300,000 ₪* | Not published | Yes | No explicit publication found | No clear wording found on the website | Portfolio management in Israel and abroad; IRA solutions and financial planning | Horizon |
 | 500,000 ₪* | Not published | Yes* | No explicit publication found | A bank account in the customer's name in Israel | Boutique investment house; no in-house mutual funds | Marathon |
 | 400,000 ₪ | Not published | Yes; 200,000$ for a dollar portfolio in Israel; 400,000$ for a global portfolio | Yes; licensed in the United States and Canada | A bank in Israel or a foreign bank | Local, dollar, global, protected and held-to-maturity bond portfolios; service for U.S. and Canadian citizens | Sigma Clarity |
 | 350,000 ₪ | Not published | Yes; overseas desk from 120,000$ | No explicit publication found | A dedicated bank account in the customer's name | ETFs from 300,000 ₪; private clients; overseas investments; Platinum from 4 million shekels | Peilim |
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It is a portfolio in which a professional investment manager manages your money according to an agreed risk level, investment horizon and objectives.
The amount varies between providers. Some require several hundred thousand shekels, while others offer solutions for lower amounts. The table shows each provider's minimum requirement.
In most cases, the money and securities remain in an investment account in your name at a bank or exchange member, and the portfolio manager receives authority to trade according to the management agreement.
The main cost is the management fee charged by the portfolio manager. Other costs may include trading commissions and custody or account-management fees, depending on where the portfolio is held.
Before management begins, a needs assessment defines matters such as your investment objective, time horizon, liquidity needs and ability to cope with market declines.
Usually yes, but check in advance for restrictions, costs or special terms. Selling investments may also create a tax liability.
Do not look only at management fees. Also compare the minimum amount, investment policy, service level, reporting, where the funds are held and the manager's experience.
No. Past performance can provide information about management in different periods, but it does not guarantee similar returns in the future.
