Our personalized approach to investment management considers factors such as your age, income, investment timeline, and overall financial goals. These factors influence your tolerance for risk and reflect the degree of uncertainty you are willing to withstand in terms of potential losses in your investment portfolio in pursuit of investment returns.
Understanding your risk tolerance helps us establish guidelines for allocating assets as we develop your personalized investment plan. Asset allocation is how an investor divides their investment portfolio among different assets such as equities, fixed-income assets, and cash and its equivalents. We provide thoughtful, globally diversified asset allocation strategies in public and private equity and fixed income, helping you build a balanced portfolio tailored to your goals.
It’s important to remember that investment goals change over time as life circumstances evolve. Life events such as entering retirement, relocating to a different country or receiving a major windfall, can impact your investment goals. We work with you to adjust your overall investment strategy and asset allocation to align with your evolving needs and goals.
With a focus on optimizing returns, managing risks, and maintaining financial stability, we offer customized guidance by implementing a scientific-based approach to investing and providing ongoing portfolio monitoring.
At Equilibrium Wealth, we create well-structured, long-term financial plans that empower you to make informed decisions. This approach helps you avoid the pitfalls of market timing, reducing risk during market fluctuations and increasing the potential for greater returns.
Diversifying your portfolio through asset allocation can help reduce overall volatility and provide a steadier path toward your investment goals. With strategic adjustments along the way, we help you manage risk effectively and keep your goals within reach.
Investment management requires ongoing monitoring and adjustment as market conditions and your circumstances evolve. We take a proactive approach by rebalancing your portfolio to reflect changes in your risk tolerance and by adjusting your strategy to align with new life stages.
We use risk management and asset allocation strategies to help you balance growth potential with downside protection, tailored to your needs, risk tolerance, and timeline. The outcome is an investment strategy specifically designed to support your financial life plan.
Equilibrium Wealth specializes in navigating the complexities of international investment management. We offer tailored strategies for U.S. and Israeli citizens, including those who are cross-border or ex-pats, designed to optimize global market opportunities while addressing the specialized tax, regulatory, and cross-jurisdictional considerations these clients face.
By carefully crafting asset allocation strategies that balance growth potential with downside protection, we aim to create a portfolio that is diversified across global equities, fixed income, and alternative investments, such as private equity and real assets. With access to an extensive range of assets from global markets, we can select options that best suit your unique situation, helping maintain a well-rounded portfolio. Our knowledge allows us to seamlessly integrate cross-border financial elements into your plan, helping you manage risks and capitalize on opportunities, whether your life and assets span one country or multiple regions.
Our integrated wealth management process is based on our experience in navigating both local and international financial landscapes. Whether you are building wealth, nearing the end of a successful career, or focusing on multi-generational wealth planning, we can support your wealth management needs with an appropriate level of solutions and specialized knowledge.
45 Rockefeller Plaza
20th floor
New York, NY 10111
Jaffa Street 153/90
Jerusalem, Israel,
9434247
After submitting this form, we’ll schedule an introductory call to understand your unique financial situation and goals. In this conversation, we’ll listen to your needs and concerns while introducing Equilibrium Wealth’s tailored approach to cross-border financial planning. Together, we’ll explore how our partnership can bring balance and strategy to your financial journey.