ISRAEL INVESTMENT ADVISORS, LLC

Overview

Israel Investment Advisors, LLC is an independent registered investment adviser that acts as both portfolio manager and capital allocator for a small roster of high-net-worth and institutional clients. The firm combines traditional portfolio management and financial planning with selection-of-adviser capabilities and runs educational outreach such as periodicals and workshops. Its business model supports multiple fee arrangements — percentage of AUM, fixed and hourly fees, and performance-based fees — which aligns with the firm’s role as an allocator into manager-driven strategies and a pooled investment vehicle sponsor. Investment activity centers on liquid public equities and manager-driven alternative strategies. The firm reports a clear preference for exchange-traded equities within its separately managed account (SMA) bucket while also advising a hedge fund. Israel Investment Advisors does not present itself as an ESG-focused manager and maintains relationships with other advisers and accounting firms to support its portfolio construction and fund management activities.

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Public Holdings

Investments & Alternatives

Location & Offices