In investment portfolios management, there is no substitute for professionalism, confidence and trust. Meitav Portfolio Management Ltd. offers a management approach that combines extensive experience, advanced tools, maximum responsibility and thorough transparency.

Meitav Portfolio Management currently (as of June 30, 2024) manages investment portfolios worth approximately ILS 77 billion for thousands of private clients, corporations and institutional entities. Each of our clients benefits from the formation and personal management of their investment portfolio with the purpose of leading to impressive performance and to appropriate and responsible investment management. We place great emphasis on service, personal attention, attentiveness, full availability, short turnaround time, transparency and professional checks.

At Meitav, every client is given professional guidance from a licensed portfolio manager who views the full scope of the client’s finances. This vision includes professional guidance in each of the financial instruments managed by companies in the Meitav Group.

The investment policy for your portfolio is determined with you, the investor, after a licensed investment professional verifies compliance with your financial needs. The investment policy determines, among other parameters, the maximum proportion of stocks in the portfolio, the risk level and the investment horizon – short, medium or long term. 

Some things you should know: 

• We assign a professional, experienced investment portfolio manager to your portfolio, who will personally monitor your portfolio and answer any questions and/or requests you may have. 
• You deposit the funds intended for investment in a bank account in your name at your bank, at the branch with which you normally work. 
• We receive a power of attorney to perform buy and sell transactions only. 
• You have full transparency of your account, as well as full access to your account through the bank's website or Meitav's website.
• We also provide you with a quarterly statement of the portfolio, in addition to the online monitoring.

Corporate Department – Investment portfolios tailored to private and public companies, non-profit associations and government bodies. Investment managers also actively participate in the corporate investment committees, as requested by the corporations.

Platinum Department – This is a dedicated department that personally tends to clients with high financial wealth and provides them with a comprehensive solution for their unique financial needs. These clients enjoy a long series of added values, interesting investment offers and other perks.

1.  Managed investment portfolio: A selection of securities and financial assets, such as stocks, bonds, mutual funds and ETFs, managed by a professional investment manager.
2. Mutual fund portfolio: Consisting of Meitav's mutual funds. In this type of portfolio, there are no direct management fees, as Meitav already receives the management fees charged by its mutual funds. The advantages of managing investments in such a portfolio are: broad diversification of the funds for investors; professional management by a Meitav investment manager who selects the appropriate funds; exemption from buy and sell commissions, which are done within the mutual fund and paid by the fund manager; and the tax deferral, with the tax paid only upon realization of the funds in the portfolio.