Talbit – Aligned with Your Financial Goals
When it comes to your investments, you and we have the same objective:
To help you get the most out of the capital market, at any time.
As a boutique firm for private investment advisory, we’ve developed a unique and innovative investment method that works for you—offering pure professionalism, without any hidden agendas, full transparency in every action, and keeping control in your hands.
Vi tillhandahåller private investment advisory services för:
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Bank accounts in Israel and abroad
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Investment portfolios (local and international)
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Provident funds and advanced training funds
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Section 190 plans and self-managed IRA pension portfolios
The company holds an official investment advisory license from the Israel Securities Authority (License No. 673).
Eyal Bitterman
Co-CEO | Investment & Pension Advisor
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B.A. in Economics and Management
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Over 23 years of experience in capital markets
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Former department head and senior advisor for high-net-worth clients and businesses at a leading bank
Co-CEO | Investment & Pension Advisor
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B.A. in Economics and Computer Science
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Certified analyst
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Over 18 years in the capital markets
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Served as analyst and senior investment advisor in the banking system
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Specializes in investment consulting in Israel and internationally for both individuals and large companies
The Right Way to Manage Your Investments
Talbit Advisory was established to offer a new, smarter way to manage investments: Private Investment Advisory.
Our approach provides an efficient and cost-effective alternative to the investment management services you’ve known until now—like a bank advisor or a traditional portfolio manager.
Resultatet?
An investment portfolio that works harder for you and captures the best of what the capital markets have to offer.
Our Investment Advisory Service Includes:
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Custom planning and recommendations to build a portfolio aligned with your needs, goals, and time horizon
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Ongoing monitoring using our unique investment methodology
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Regular recommendations for updates and changes based on market developments
Talbit’s Three Key Advantages Over the Competition
1. A Unique Investment Strategy
We spread your investments across the leading indices in the world’s major economies.
Fördelarna:
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You don’t miss out on global market gains—if you missed a rise, it means you were speculating, not investing. Not with us.
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The greatest profits in capital markets often come from turning crises into opportunities. We use downturns to increase exposure at lower prices—to benefit from the recovery that follows.
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Diversification reduces dependency on the performance of the local Israeli market.
2. Reduced Fees and Expenses
We charge a fixed advisory fee that is billed directly to you.
Vi gör not earn commissions from financial products or transactions.
That means our advice is 100% objective and aligned only with your best interest—with no conflicts.
How we help reduce your costs:
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We work to significantly lower transaction fees and portfolio management costs
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For every investment category, we select the most cost-efficient products available
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Vi strävar efter defer capital gains tax where possible, so compound interest works in your favor
3. Clarity in Your Financial Picture
As private advisors, we can consolidate all your investments—wherever they may be into one organized financial picture, and finally bring order to your finances:
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Simple, concise summary reports of your total investment activity
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Comprehensive portfolio analysis and optimal tax planning
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Full control over your investments remains in your hands with exclusive access to all accounts and no dependency on us
