Areas of Expertise
Sparta Capital begun its activity in 2016, and it specializes in building investment strategies and providing ongoing personal support in financial pension management to capital-intensive families and assets to affluent people, corporations, and companies in Israel through a wide variety of services:
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.
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.