Halakhic Investment Portfolio
בס"ד
Investment Portfolio Management for Private Clients and Corporations
Management of investment portfolios in the global era has become a complex task requiring knowledge, expertise and the ability to analyze evolving situations.
We at Meitav provide for the Jewish observant public a unique investment solution: a kosher investment portfolio under halakhic supervision. The portfolio is invested in a variety of companies in Israel and abroad through direct exposure and mutual funds.
Meitav Portfolio Management Ltd. was founded in 1979 and is the largest portfolio management company in Israel in terms of managed assets. Meitav Portfolio Management manages over ILS 90 billion * for thousands of clients, including: religious institutions, yeshivas, charity organizations, local authorities and other bodies, which benefit from professional investment management under the supervision of the Institute for Economics according to Halakha, headed by Rabbi Aryeh Dvir.
Key Features
- Advantage of scale: Leveraging the research and analysis department of the Meitav Group.
- The investment mix of the portfolio is tailored to the client’s needs.
- Fixed management fees: According to the investment amount.
- Minimum portfolio amount: ILS 300,000.
- Full liquidity at any time.
About Meitav Portfolio Management
Meitav Portfolio Management Ltd. is Israel’s largest portfolio management company in terms of assets under management (AUM). The company manages investment portfolios worth approximately ILS 90 billion (as of June 30, 2025) for thousands of private clients, corporations, and institutional entities.
Meitav Portfolio Management Ltd. offers a management approach that combines extensive professional experience, advanced tools and full transparency. The Meitav Investment House has 40 years of experience in portfolio management and in managing various types of financial investments.
The above does not constitute investment advice/marketing and is not a substitute for investment advice/marketing that takes into account the data and needs of each person. There is no guarantee of return or profit. Investment portfolio management services are provided by Meitav Portfolio Management Ltd. Portfolio management is subject to signing an agreement in accordance with legal provisions. The above does not constitute an offer or recommendation to ho