Tami Promkin Shemesh
Tami Promkin Shemesh - finance and insurance agent, customer relationship manager
B.A. in social and natural sciences – Bar-Ilan University.
M.B.A. in public management – Tel Aviv University.
Has a pension license from the Ministry of Finance.
20 years in the field of insurance, expert in the field of collective health insurance, and business client portfolio manager.
Hobbies: traveling, creating.
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We examine the totality of assets comprehensively and professionally and build the most appropriate investment strategy for the client’s needs. The asset portfolio is continually and meticulously examined by a team of experts, who also conduct risk management and examine the products.
We are experienced and have great expertise in the financial fields. We provide personal support and supervision for our clients:
We are experienced and have great expertise in the financial fields. We provide personal support and supervision for our clients:
- Building an investment strategy according to the family unit’s needs.
- Implementing the program while examining the costs and being careful in choosing the investment managers that take care of our client’s money.
- As part of the supervision, we send periodical reports with an updated status report.
- Making adjustments to the plan based on changes in the client’s needs and adjusting the products to the state of the market and regulation.
- We are careful in choosing the external service providers we use, e.g., taxation consultants and accountants, personal legal support, generational inheritance, and escrow accounts.
Sparta Capital
Sparta believes in viewing each person and their personal needs and providing the most professional package for each client. Sparta isn’t for everyone: we don’t guarantee yield, but we do promise to employ the most comprehensive knowledge in the market and to adjust it to your needs. Sparta provides knowledge and professionalism that were previously reserved for institutional clients, providing its clients with access to them. Sparta cares for the client, they are not another portfolio.