The Halman-Aldubi Group advocates a philosophy based on professional service and open communication with its clients. We believe in these values and work hard every day to justify by their means the trust placed in us by more than 250,000 members managing assets valued at approximately NIS 8.5 billion. The Group's companies are: Halman-Aldubi Provident and Pension Funds Ltd., Halman-Aldubi Institutional Portfolio Management Ltd. and Halman-Aldubi Etzioni Portfolio Management Ltd..
The Halman-Aldubi Group, which was established in 1995, is one of the longest-established private groups in the capital market. We are aware of the heavy responsibility lying on our shoulders, and of your trust in us, and take strict care that our professional activity is performed in full transparency, out of total commitment to your interests and benefit. Since the establishment of the Halman-Aldubi Group to this day we have been engaged in managing investments and pension savings products and have refrained from activities that might lead to a situation of conflict of interest with the benefit of our members.
At your disposal is a broad range of pension savings products providing a full solution for every need in the field of pension savings, whether short-, intermediate- or long-term, individually adapted to your needs from the aspect of the horizon and purpose of the investment:
Provident funds - individually adapted in a range of programs for the intermediate and long term Further study funds - for the intermediate-long term, for both salaried and self-employed workers.
Pension funds - with investment programs adapted to age groups, according to the age-group model
Investments Management - Investment management services for mutual funds* in investment channels in Israel and abroad for intermediate and long term investors
Investment portfolio management - management of investment portfolios in your account, in the bank of your choice, with individual adaptation to your preferences.
*As of 28/12/11, the fund manager is Ayalon Mutual Funds Ltd. External investments manager of the Fund's is Halman - Aldubi Institutional Portfolio Management Limited.
We believe that providing professional tools and equipment, and know-how that is as extensive as possible, will enable you to manage an intelligent pension savings plan, and to arrive at retirement age after many years of work with the best pension savings plan adapted to your needs. For that purpose we invest, among others, in providing professional tools, such as:
Personal meetings and professional supervision - to select the pension savings plan most suited for your needs
Personal meetings - to select a pension savings plan with the best tax benefits for you
Pension service desk - manned with authorized consultants to assist you all along the way on every query and request
Professional education and study days - on financial issues and issues of pension savings, such as: provident funds, pension funds, study funds and other topics by the best professionals in the field, all over the country.
Client help desk - manned by professional representatives who are at your service and available to receive your queries by telephone, e-mail, on the website and in the company's offices.
Following the acquisition of the Yahav Bank Provident Funds in 2008, we began specializing in managing investments for State employees, members of the police force and security forces and the public sector. We believe that professional service begins with personal acquaintance with you and with your need to select a pension savings plan personally adapted for you. Visitythe area designated for you or call and make an appointment with an authorized pension consultant.
