ANNY Shofan Investment Management
For personal investment management
Our Management
Our Main Goal at Shofar Investment Management
is to adjust your financial assets to your Financial needs.
You Can Sleep Well at Night
Provident Funds and Study Funds and the management of Individual Retirement Accounts (“IRA”), which allow you, the client, to manage your pension savings funds independently and successfully or have them managed personally by an investment portfolio manager all the while maintaining the tax benefits inherent in these financial instruments
Management of “Kosher” Investment Portfolios
Shofan Investment Management is a licensed portfolio manager, and holds “kosher” certification, issued by the Halacha Committee
Our Service
- Management and consulting for building an investment portfolio according to client needs, based on research and a statistical analysis.
- Comprehensive financial advice for all client needs.
- Management of investment portfolios for Provident Funds and Study Funds (IRA) according to the investment methodology of the investment house.
