Investment advisory services

Investmentadvisory services

The Jerusalem Brokerage team of investment advisors will assist you in buying and selling securities, stocks,options, bonds, etc. In addition, the team will advise you on the building of a customized securities portfolio for


You can use the Jerusalem Brokerage advisory services in two ways:

Trading room – Exclusive Desk​​

 
Our Exclusive Desk offers comprehensive, updated and professional information that will be proactively delivered to you in real-time by the Jerusalem Brokerage experts, to help you get the best out of your investment portfolio. At the Exclusive Desk you will receive professional financial support, customized to your personal preferences, together with reviews from the Bank of Jerusalem research department.

The best consultants in the country will provide you with personalized service, as well as monitor your portfolio and assist you in creating your money management strategy.

Exclusive Desk analysts are supported by two of the world's most renowned research bodies: P&S and Needham. The information from the trading room is available to the analysts during all trading hours and they will provide you with a thorough analysis of the markets and recent developments at the highest level of expertise.

Advisory services at the branches

​As Jerusalem Brokerage client you can contact one of the Bank's branches for individual and professional consultancy services from the Bank's licensed investment advisers.

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    To schedule a consultation meeting without any obligation, please contact your investment advisor at the branch that manages your account.

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