Why Israel?

Participate in Israel's Extraordinary Growth

ISRAEL
Scale Up Nation

ISRAEL
Restructured Nation

In the Footsteps of Maimonides


For a more in depth background of the Israeli economy, view the article: The Past, Present and Future of Israeli Finance


At Israel Investment Advisors, LLC we offer...

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...a shared passion for Israel with our clients

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...an actively managed Israeli Stock portfolio

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...a deep understanding of the Israeli economy and financial markets

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...portfolio management, endowment planning

and financial concierge services

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...an Israeli equity portfolio with a 14 year track record and a long-term philosophy

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...the opportunity to align your investments with your mission

As an Investment Advisor registered with the Securities and Exchange Commission (SEC), Israel Investment Advisors is a fiduciary, legally obligated to work in the client's interests. IIA does not receive any commissions for selling financial products or investments.

 

Participate in Israel's Extraordinary Growth

Over a 120% GDP per capita increase over the last 20 years. 

 
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The country's great universities, large companies, start-ups, and cutting-edge technology combine to create a breeding ground for extraordinary businesses. 


  • Israel averages 2% in annual population growth. This is an astounding 3 times faster than the average country, which grows at a rate of 0.6%.

  • In 1999 Israel's gross domestic product (GDP) per capita was $19,133. Twenty years later, it reached $42,823, a 123% increase.

  • Supporting Israel’s innovation are 140 scientists and technicians per 10,000 employees, one of the highest educated workforces in the world. By comparison, the US counts 85 per 10,000 employees.

  • In 1999 Israel exported a total of $13.7 billion in goods. In 2019 Israel’s Central Bureau of Statistics estimated $114 billion in exports, marking an incredible 732% increase in 20 years.

 

ISRAEL: FROM START-UP TO SCALE-UP NATION

Over 260% growth in Israeli Stock Market Capitalization over the last 20 years

 
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We started the Israel Investment Fund, LP so you can participate in Israel's robust stock market.

Start-Up Noun stärt-ˌəp, a business that is in the first stages of its operations, usually spending more money than it generates in revenues. The future for the business is unknown at this stage, and the percentage of failure is high.

Scale-Up Noun skāl-ˌəp, a business that is profitably expanding revenues on its way to large scale, often global, operations. A scale-up company has crossed and left behind the Start-Up stage.


Neve Tzedek - Then and Now

The total market value of Israeli publicly traded stocks increased from $65 billion in 1999 to $238 billion in 2019.

In our fund we emphasize scale-ups over start-ups.

Many people call Israel the “start-up” nation, forgetting that the goal of every start-up is to eventually scale-up.

As in the United States, the Israeli stock market often provides the necessary capital for companies to grow into multinational corporations with substantial revenues and profits. There are many investing in promising start-ups. We are one of very few investing in already profitable Israeli scale-ups.


 

 ISRAEL: Restructured Nation

Transitioned from Socialism to Free Markets

 
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Israel's solution is ongoing economic reforms to loosen constricted markets, inject competition and spur entrepreneurialism.

The amazing success of Israel's companies and capital markets results, in part, from a complete overhaul of the Israeli economy over the last several decades.

Israel managed its transition from socialism to free-market capitalism in the 1990s only to see privatization turn socialist oligarchy into privately-owned monopolies.

Israel's solution is a series of ongoing economic reforms designed to loosen constricted capital markets, inject competition into concentrated industries, and spur entrepreneurialism.

As a result, Israel continues to see improvement in its standard of living, the competitiveness of its businesses, and the maturity of its financial markets. As this restructuring continues, IIA sees a promising future for Israeli companies and their investors.

 

In the Footsteps of Maimonides 

The highest form of tzedakah is partnership

 
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Is your foundation fulfilling Maimonides highest level of Tzedakah? How is your foundation ensuring that its core values are reflected in its investments?

In the great Jewish philosopher and teacher Maimonides' (also referred to as Rambam) classic work, Repetition of the Torah (Mishneh Torah), he ranks the 8 levels of Tzedakah. His description of the highest level is quoted below.

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“The greatest level [of tzedakah], above which there is no greater, is to support a fellow Jew by endowing him with a gift or loan, or entering into a partnership with him…in order to strengthen his hand until he need no longer be dependent upon others…”

MAIMONIDES, MISHNEH TORAH, MATNOT ANIYIM, 10:7

 

Your foundation is purposeful in ensuring its giving aligns with its core values and mission.

Israel Investment Advisors provides your foundation the ability to ensure its investment dollars are aligning with its core mission and values as well, while fulfilling Rambam's highest level of Tzedakah.

We offer you an opportunity to expand your foundation's core values into its investment portfolio.