Or Patreanu Brokerage Services
A broker is a person whose job it is to trade for clients in the capital market. It is a coveted profession that has existed since the dawn of history and its role is to be an intermediary between sales and purchase transactions of securities, shares, bonds and more. The services of the broker can be very useful for many people who want to trade the stock market but are not sure how to start or do it. In this article we will provide information about the broker and his role, the development of the profession and the benefits of using the services of a trusted broker.
Services
Independent trading on the stock exchange
Independent trading allows you to manage your investment portfolio yourself.
You trade in your investment portfolio from anywhere you want: from home, from the workplace, from a cafe or from any other place where there is an internet connection option.
In order to purchase or sell securities and send instructions to the exchange, one must use the services of one of the members of the exchange. The members of the exchange are most of the banks in Israel and the major investment houses.
Instructions can be transmitted through the trading systems provided by each exchange member or by using the services of the trading rooms available to customers.
Investment Portfolio Management
Broadly speaking, this means that you transfer the management of your investments to licensed professionals. Their job is to manage your money in the most efficient way and get the most out of it, the investment managers adjust the routes according to the level of risk that the client prefers. Each investment portfolio is opened with a personal meeting where your needs and the structure of your assets are analyzed and a suitable route is chosen together with you.
Alternative investments
Alternative investments is one of the innovative financial branches in the investment market. Investing in alternative products allows spreading risks in the investment portfolio with a higher return potential than the other products offered on the market. The broker’s investment experts will define with you the level of risk and the needs that suit you, after which you will receive a number of offers for comparison from leading organizations.
Provident pension and savings plans
Investing in pension, provident and savings plans is one of the oldest industries in the financial market. The structured products offered today allow risk diversification in the investment portfolio with a higher return potential than the other savings avenues offered in banks. Broker’s investment experts will define together with you the level of risk and your needs, after which you will receive a number of offers for comparison from the best entities adapted to your needs.