FAQ
In self-managed investing, there are inherent limitations. Independent investors are often influenced by emotional biases and may make decisions based on market noise. The private investor tends to react after the fact—buying at peak prices and selling under pressure.
A professional portfolio manager provides an objective perspective, identifies investment opportunities within a broader economic context, and applies experience and tools not always available to individual investors—such as access to real-time information, market research, and advanced analytical systems.
A managed account is a bank account held in the client’s name, which is assigned to a licensed portfolio manager. The manager is granted a limited power of attorney solely for investment management purposes, while the funds remain fully under the client’s ownership and control.
The process is simple and efficient, typically beginning with a single meeting with a portfolio manager. During this meeting, your financial needs and goals are assessed, and an appropriate investment strategy is defined.
This initial consultation allows us to understand your preferences, risk tolerance, and investment objectives, enabling us to build a portfolio tailored specifically to you.
All funds remain in the client’s bank account.
The investment firm does not hold or transfer client funds. Instead, management is conducted via a limited power of attorney granted by the client, ensuring full transparency and control at all times.
Priori Asset Management works with leading banks to offer its clients preferred terms for account management. These benefits may include reduced fees, favorable trading conditions, and improved service levels.
In light of the wide range of investment firms available today, choosing the right partner is a significant decision.
When selecting an investment house, consider asking yourself:
• Does the portfolio manager provide a strong sense of trust and confidence?
• Will the portfolio be tailored to your personal needs and updated accordingly?
• Do you receive genuine, personal service?
• Can you track your portfolio in real time and receive updates when needed?
Yes. Your portfolio manager continuously monitors your investments, but it is equally important for you as a client to stay informed about market developments.
At Priori, your portfolio is managed with full transparency through your personal bank account, allowing you to track its performance at any time.
In addition, you will receive a monthly report detailing all activity, portfolio composition, and performance.
You can also access ongoing updates via a dedicated client relations manager and schedule personal meetings with your portfolio manager at no additional cost.
During the initial consultation, an investment strategy is defined based on your personal risk profile and financial objectives.
Portfolios are typically categorized by risk level, ranging from conservative to aggressive strategies.
A portfolio with higher equity exposure is generally considered higher risk, while portfolios with lower equity exposure or a more solid composition are considered more conservative.
Your portfolio manager’s role is to recommend the most suitable strategy for you and guide you throughout the investment process.
During the initial consultation, an investment strategy is defined based on the client’s risk profile and personal preferences.
Generally, risk is primarily measured by the level of equity exposure within the portfolio. A higher allocation to equities typically reflects a higher-risk strategy.
For example, a portfolio with little or no equity exposure—or with a low equity component—would be considered a solid, conservative portfolio.
The portfolio manager’s role is to recommend the most suitable investment strategy for you and guide you throughout the process.
There is no limit to the number of times you can adjust your investment strategy, depending on your needs and preferences.
To make any changes, simply contact Priori’s client relations department, and we will update your preferences and implement the changes accordingly.
A portfolio manager must hold a valid license issued by the Israel Securities Authority, which requires academic qualifications and at least nine months of internship under a licensed professional with a minimum of five years of experience.
Only a company licensed by the Israel Securities Authority is permitted to operate as a portfolio manager.
Such licensing requires, among other criteria, minimum equity capital and professional responsibility insurance.
Yes. If you are dissatisfied with your current portfolio management, you may revoke the existing power of attorney at any time and appoint a new manager.
Yes.
While the capital market offers opportunities for attractive returns, it also involves risks. Accordingly, your portfolio’s performance should always be evaluated in comparison to market benchmarks and alternative investment options.
No.
At the time of signing the power of attorney, you authorize the portfolio manager to operate within a predefined investment policy established in advance and approved by you.
This allows the manager to act efficiently while adhering to your agreed investment guidelines, without requiring approval for each individual transaction.
A managed portfolio provides access to a broader range of investment opportunities and the potential for higher returns compared to traditional bank savings products.
It is important to note that even within a managed portfolio, your funds remain in your bank account and are accessible at any time.
