aa Levi
Avi Levi - business recovery and turnaround, business credit, and mortgage consultation expert
B.A. in economics and management – Ben Gurion University.
Managerial reserve program graduate, Bank Hapoalim.
12 years of experience in credit banking.
4 years as a credit department manager of the Sharon region, Bank Hapoalim.
3 years as a senior credit referent in the credit department.
5 years as a banker in a high-tech branch’s business department.
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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.