Portfolio Management

Portfolio Management

Meitav Dash manages investment portfolios for private, corporate and institutional clients, according to an investment policy chosen by the client. Meitav Dash puts the emphasis on dependable service and professional and ethical standards.

Meitav Dash Platinum.

Meitav Dash Platinum clients enjoy a long list of value-added services. They are offered alternative investment opportunities and enjoy a variety of other benefits, including:

• A personal investment team and access to the personal advice of Mr. Zvi Stepak, Owners and Board Member .
• Comprehensive solutions in the area of risk management, and currency and commodities trading.
• Introduction to the field of future contracts (Managed Futures).
• Introduction to the world of global hedge funds through BSP.
• Unique investment propositions: Private equity funds, participation in private flotations and innovative products.
• Tax advice and tax planning services on preferential terms.
• Invitations to professional conventions.
• Exclusive client club events.
• Basic and advanced professional courses to become acquainted with the capital market on preferential terms.