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Sigma Clarity Investment House
Wealth Management,Family Office (single/multi),Asset Management
The primary and leading global investment group in Israel, possessing over 30 years of investment management experience in Israel and globally. The group manages assets valued at ~NIS 10 billion and operates in a variety of financial fields. It includes Clarity Wealth Managers, specializing in wealth management, alternative investments, and investment in global funds, and Sigma Investment House, specializing in investment portfolios, mutual funds, pension planning, and structured products.
Overview and Management
Establishment Year
1996
Mission
Dedicated to safeguarding client assets for both current and future generations while optimizing long-term portfolio performance.
Values
Transparency, integrity, independence, and alignment with client needs.
Investment Roles
Direct Investor,General Partner (GP)
Participant Demographics
High-net-worth clients, families, institutional investors, estates, and funds.
Generational Wealth Planning
Focus on wealth preservation, succession planning, and customized portfolios to ensure long-term family wealth growth.
Risk Tolerance
Client-specific risk tolerance, tailored to individual liquidity, income, and tax needs.
References or Case Studies
Team Experience
Leadership team includes professionals with 25-35 years of experience in financial markets
Notable Achievements
Proven track record of over 200 alternative investments and annual vetting of 500 opportunities
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC, ISA, AMF, OSC
Compliance History
info@sigma-invest.co.il
Phone Number
972.3.777.9000
Address
Ramat-Gan Israel