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Lucid Investments

Lucid Investments

19th, Rothschild Boulevard 3, 66881

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035163279

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About Lucid Investment is one of the leading Family Offices in Israel providing Wealth Management Services to high net worth individuals (mainly Entrepreneurs and New Israeli Immigrants "Olim"), families, trustees as well as private companies.
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Description We have accumulated an important track record in providing professional investment advice over the last 15 years. We are clearly willing to differentiate ourselves from the traditional Private Banking providers. We have adopted over the years a holistic approach to serving our clients, by identifying first the core investments and legal issues which need to be addressed We are closely accompanying them throughout the implementation process. We believe that our role is not only to determine the specific asset allocation and comparing performances to benchmarks.
Founded by Karen Schwok, former CEO at Banque Pictet & Cie S.A. (Israel), we are willing to focus on servicing the sophisticated needs of wealthy families. Benefit from our Wealth Management insights and best practices so you can fully understand the changing trends that may impact you.
A sophisticated asset allocation is essential to ensure portfolio returns. It is far more important how much exposure you have to one specific asset class overall than each individual security you invest in. As a result, we believe that time and efforts shall be spent where it really matters on the asset allocation level. Our investment process is especially based on designing a dynamic asset allocation strategy for each of our clients. Thus, this portfolio strategy enable us to protect the capital from risks, capture upside and ensure the returns will be most probably stable across even the most unstable environments.
The firm is an independent advisory firm. We have no financial interest in selling you products, meaning there are no hidden sales agendas or conflicts of interests.
Our most important goal is to provide a professional yet personal and transparent service to our clients in order to help them preserve their wealth in a prudent approach.
Products Family Office Services. Wealth Management Services.

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