Wise Money Israel LLC

Overview

Wise Money Israel LLC is a boutique advisory firm focused on managing capital for individuals and families, with additional services for small businesses and institutional clients. The firm charges a percentage-of-AUM fee and centers its portfolios on publicly traded equities, using exchange-traded products as the primary vehicle for market exposure. Advisory activity is centered on portfolio management rather than pension consulting or multi-state registered advisory work. The firm does not identify as an active ESG investor. Portfolio construction appears to favor equity-centric allocations supplemented with liquid mutual funds and selective allocations to external alternative managers. Given the firm’s size and custodian choice, execution and low-cost, electronically traded instruments are likely important to their operational model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices