Our Services

The Reasons Behind Our Distinction

We think that managing finances should be individualized, thus each client's needs, risk tolerance, and tax situation are taken into account when creating a portfolio. Patience and rigorous investment procedures are two essential elements of our investment approach. Taking into account enterprises with varying market capitalizations removes the necessity for several sector investments. The long-term investor is the target audience for our investment discipline. Our mindset and process of making decisions remain unaffected by transient trends or fluctuations in the market. Rather than attempting to forecast the market, we aim to capitalize on its circumstances. It is possible to combine low cost basis holdings into a single account. When managing your portfolio, these positions will be taken into account with regard to tax implications, asset allocation, and management costs.

Haatarim Investment Provides a Unique Management Concept

Haatarim Investment provides a unique management concept to its clients. Instead of pursuing a corporate agenda or acting on analyst suggestions, we put all of our energy into developing unique solutions that are tailored to your unique financial objectives/needs. Haatarim has established a strong clientele by offering impartial and uncomplicated wealth management services. It is our preferred method of conducting business and how we think it ought to be done. Our objective is to meet nearly all of our clients' financial demands, both personal and business. In order to adapt to the changing demands of our clients, we provide a wide range of financial and investment services. Since we think that our clients' success is the only real indicator of success, we are constantly working to enhance our offerings. Stocks, bonds, and mutual funds are just a few of the investment goods and services we offer. Individual clients, independent brokers, and other financial institutions are all served by our customized investment services.

Finance Management

We think that managing finances should be individualized, thus each client's needs, risk tolerance, and tax situation are taken into account when creating a portfolio. Patience and rigorous investment procedures are two essential elements of our investment approach. Taking into account enterprises with varying market capitalizations removes the necessity for several sector investments. The long-term investor is the target audience for our investment discipline. Our mindset and process of making decisions remain unaffected by transient trends or fluctuations in the market. Rather than attempting to forecast the market, we aim to capitalize on its circumstances. It is possible to combine low cost basis holdings into a single account. When managing your portfolio, these positions will be taken into account with regard to tax implications, asset allocation, and management costs.

We Provide Expert Assistance

The majority of our clientele understands the need of expert assistance. They look for specialized services from a reliable source since they lack the time, knowledge, or motivation to manage their investment portfolio.

What a customer gets:

• a knowledgeable financial management group with customized account administration
• Complete disclosure of all costs and fees
• Tax efficiency by managing gains and losses proactively
• Simple, uncomplicated quarterly and annual reporting format