Skip to content

Green Peak Advisors

Investment Management

Local Expertise, International Experience

Green Peak Advisors offers a custom investment management service according to your needs. As a one-stop-shop, we consult with the relevant lawyers and accountants to ensure that we cover all the bases that may be relevant to your financial circumstances. With Green Peak you get the best of both worlds.
Our expertise in Israel’s financial system allows us to plan and facilitate local investment solutions for small and large portfolios. At the same time, our international outlook enables us to take into account the regulations in the United States and other jurisdictions where you may have assets and liabilities.

Whatever investment solution you choose, we will make sure that they are tax efficient in Israel and tax compliant with US law or other relevant jurisdictions.

Image of a cog

Setting a Sensible Investment Strategy

Our investment managers guide each of our clients through the process of creating diversified portfolios that fit their risk profile and needs. If you need to maintain liquidity, we can ensure the right balance of fixed and flexible investment products. This all done with a holistic approach incorporating all aspects of your finances to reach the right mix of investment solutions to fit your needs.

As a US taxpayer or recent Oleh, it may be advisable to maintain and manage your assets abroad. At Green Peak, we have you covered! We have the knowledge and experience to manage all types of accounts from traditional to retirement accounts.  Our track record speaks for itself spanning decades of expertise navigating our clients through the ups and downs of markets.

At Green Peak, we ensure that a tailor-made investment solution is appropriate for you. We also have strong relationships with specialist tax and pension advisors, and we pay close attention to financial developments in Israel and in the US.

Image of a map icon

Navigating a World of Investment Options

With so many investment options available in Israel and around the world, it can be difficult to decide where to invest your money. Looking for the best rates of return must be balanced with risk management and take into consideration possible currency fluctuations and international regulations. Discussing your preferences with experienced professionals will help you to make the best choices.

Whatever investment solution you choose, we will make sure that they are tax efficient in Israel and tax compliant with US law or other relevant jurisdictions.