Wealth
asset management

Our services

Sandor Investments Management offers proactive financial asset management, including portfolio management, diversification and protection. We focus on transparency and excellence to achieve your financial goals.

Our approach

Our team of experts works closely with each customer to understand their financial needs and objectives, offering tailored advice and solutions for retirement, wealth and estate planning.

Our risk management

We manage our clients’ financial risks with advanced analytical tools and diversification strategies, adapting our management to market conditions and individual needs.

Facilitating the smooth transfer of wealth

As individuals live longer lives, spanning several generations, the number of people making up an extended family can increase dramatically. Without meticulous and thorough planning, the transfer of an estate to the intended beneficiaries can become a potential minefield.

Preventing the risk of this happening is one of the main reasons for families to use a wealth management office.

Our Innovative Services

There are many other advantages to using the services of a wealth management office:

Transparency

Ensuring that systems are in place to reinforce trust and offer management perfectly adapted to each asset.

Harmonizing interests

The introduction of gobal asset management to harmonize income over the short and long term.

Higher yield potential

Having a single, centralized wealth management strategy tends to generate better returns and reduce risk.

Separation of business and property interests

Separate personal family assets from the family business and savings or wealth.

Risk centralization

An overview of family investments enables the management office to anticipate and minimize potential risks.

Centralized service

A single point of contact for all financial and asset related questions.

Your Expert Partner for Entrepreneurs

At Sandor, we understand the unique challenges faced by entrepreneurs and business leaders. Your assets, both personal and professional, require a comprehensive, expert approach. Integrated wealth management.

We orchestrate a coherent strategy that encompasses ä

  • Your personal investments (individual)
  • Your shareholdings in your company

Our Strategies

Investment Strategies

We aim for excellent returns with controlled risk, offering personalized service and tailor made solutions. We define optimal investment opportunities and use a diversification strategy to achieve objectives, even in times of volatility.

Management Strategies

Sandor Investments Management provides personalized advice based on a risk assessment tailored to preserve capital, respect the risk profile, and target expected returns. We adjust portfolio volatility according to client tolerance, and offer global diversification to optimize returns and efficiency.

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Contact us

Tel : +(972) 7 22 45 20 80
Fax : +(972) 7 22 45 20 89
  contact@sandor-invest.com
  85 rue Medinat Hayehudim , 4676670 Hertzliya, Israel
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