Assaf Koriat
Assaf Koriat - insurance expert and provider of personal support in the management of capital market investments - manager of the field of insurance
B.A. in business management with a minor in financing and marketing.
Has an investment consultant license from the Israel Securities Authority.
Has a pension consultant (agent) license from the Ministry of Finance.
Graduate of the export, import and international trade course – the Israel Export Institute.
16 years in the stock market, managing and providing personal support to private clients and companies in investments in Israel and abroad.
10 years of providing personal support in the field of insurance and pension.
Investment consultant in private banking in Bank Hapoalim.
Mutual funds and pension products marketer in Meitav Dash.
Business development (insurance purchasing supervisor) manager in Clal Insurance Enterprises Holdings Ltd.
Hobbies: fishing, gardening.
Stay Connected
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.