FINANCIAL WISDOM provides long-term planning and close support to former defense professionals and other related investors. Our company specializes in simulating retirement options, planning the next career stage and maximizing the retirement package’s potential. Our vision is client based, and therefore each client’s portfolio is custom tailored to the retiree, taking into account all available financial products and the unique decisions that must be made at retirement. FINANCIAL WISDOM works with most insurance companies and brokerages in Israel.
FINANCIAL WISDOM MODEL
Holistic Vision
FINANCIAL WISDOM attentively examines each client’s liabilities and investments, holistically accounting for the entire family unit.
Diversification
FINANCIAL WISDOM attentively examines each client’s liabilities and investments, holistically accounting for the entire family unit.
Close Support
FINANCIAL WISDOM attentively examines each client’s liabilities and investments, holistically accounting for the entire family unit.
designed events directed at defense retirees and those about to retire
INVESTMENT IN TECHNOLOGY
Opportunities that happened to come by recently prompted our Company (Financial Wisdom) to set up Technology Wisdom – a fund for investment in technologies. Technology Wisdom will specialize in venture capital investments while keeping the option of investing in venture capital funds and directly in various companies. One of Technology Wisdom’s strengths is the close and direct acquaintance with the talent in the hi tech industry and in the Israeli startup sector, in particular.
OUR INVESTMENT PHILOSOPHY
UNIQUENESS
The affinity with all the entities in the defense industry creates a clear advantage of exposure to knowhow in defense related technology markets
PROFESSIONALISM
Tech Wisdom performs objective analysis and screening of prospective investments using a panel of experts with actual experience in the sector
EXPERTISE
Tech Wisdom uses its extensive connections with tech talent who came to market from the defense industry to sort and screen all proposed investments
INVESTOR FIRST POLICY
Financial Wisdom founders invest their own money in all the fund’s holdings with the belief that founders must have a personal stake in every transaction the fund makes
OVERSIGHT AND CONTROL
Tech Wisdom operates under the Board of Directors and the Investment Committee to oversee the fund’s operations. The fund has developed extreme tools to obtain information from invested companies to the benefit of its investors
DIVERSIFICATION
Tech Wisdom invests only up to 20% of equity in any investment in order to achieve optimal dispersion of investors’ funds. The portfolio includes companies from various sectors with the purpose of hedging the risk in each field
