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We make sure that your portfolio of publicly traded securities reflects your stage in life and preferred risk level. Your short, medium, and long term goals will dictate how your investments are structured. If you are American, we will make sure you do not fall into the PFIC trap and risk extra taxation. (PFIC stands for Passive Foreign Investment Company which earns largely all income from passive sources such as interest or dividends.)
Do you need guidance in assessing your finances and drawing up a budget to live within your means in Israel? Or, are you blessed with financial security, but want to ensure that your funds will grow to meet your needs through the decades? Labinsky Financial has over two decades of experience helping new and veteran Olim plan for a financially secure future.
In addition to recommending and purchasing publicly traded securities on behalf of our clients, Labinsky Financial locates and qualifies private investment opportunities for higher net worth individuals as a way to diversify their portfolios.
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