Investing with a Broad Perspective – From the Local Market to the Global Stage
n the rapidly evolving world of investments, success requires a combination of in-depth knowledge, a global outlook, and strategic planning. We offer personalized investment solutions, leveraging our deep expertise in mutual funds to maximize value for our clients.
Our innovative approach, extensive knowledge, and proven capabilities in managing investments across local and international markets—along with advanced research tools and financial instruments—enable us to build well-balanced, diversified portfolios. By seamlessly integrating local and global investments, we provide our clients with the best investment opportunities tailored to their needs.
In-Depth Knowledge of the Israeli Market
Since its founding in 2019, Fortune has been one of the fastest-growing companies in the Israeli capital market. We combine a deep understanding of economic dynamics with the ability to identify unique and innovative investment opportunities. Our extensive knowledge and continuous market monitoring allow us to respond swiftly and effectively, providing our clients with a significant advantage in managing their investments.
Our expertise is reflected in our ability to identify promising investment opportunities in key sectors of the economy. We focus on high-growth potential companies and strategic projects that drive the market forward while closely analyzing trends and developments that impact both the local and global economy.
Harnessing the potential of global markets
The international market requires deep understanding and advanced research, while closely monitoring changes driven by political factors, technological developments, and diverse global circumstances. As a leading entity within an international group, Fortune has strong capabilities in these markets, enabling us to offer unique investment solutions for building a diversified portfolio that balances risk dispersion with the pursuit of promising opportunities.
We focus on identifying promising investment opportunities across various sectors and high-growth potential markets. In addition, our extensive network provides access to private and strategic investment opportunities, while maintaining optimal diversification and risk dispersion.
Tailored, Modern, and Transparent Investment Management
We view the client as a partner on a journey full of new opportunities. From the outset, and in collaboration with the client, a personalized investment portfolio will be created. Throughout the process, we will support the client personally and continuously with full transparency.
An experienced investment manager will be by your side for advice and updates on developments, ensuring complete transparency and confidentiality throughout the process—along with sending quarterly reports and additional information throughout the year.
Working with Fortune means you can trust that your information, plans, and future are in safe and reliable hands—always.