With a structured, research-driven approach to investment, Pioneer provides you with independent and objective guidance that is based on your unique set of circumstances, not ours. Independent — Pioneer does not own or manage any investment tools, does not have any investment quotas to fill, and maintains complete autonomy. The advice and guidance we give is absolutely independent, with only your
interests in mind. Objective — At Pioneer, the only influence on the advice and guidance we provide is your personal situation and the in-depth financial market expertise we have accumulated. Transparent — You will never be taken by surprise with hidden fees or actions. With an annual flat fee, you will always know what and how much to expect. Industry-recognized expertise — Our investment advisory team is made up of industry experts who are recognized as such in their field. As contributors to major financial publications, educators and speakers on financial and investment matters, they can provide you with the expertise you seek. Boutique service, global reach — With access to some of the world’s major banking and investment platforms, we care for our clients every step of the way. Pioneer Wealth Management — your financial caretaker. The relationship that Pioneer shares with our clients is analogous to a doctor/patient one. While we can “diagnose” your financial situation, and prescribe a course of action to improve your “financial health,” ultimately you the client, as is the case with patients, make the decision whether to follow that advice and to what extent. We may be your financial caretakers, but you are always in control of your finances. Pioneer Wealth Management operates in Israel via Pioneer Financial Planning (92) Limited (hereinafter "Pioneer") which holds a Portfolio Management license and which also engages in Investment Marketing (but not Investment Consulting) as these terms are defined in the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995 (hereinafter "the Advisory Law"). Pioneer may have an affiliation to the financial products mentioned in this page and may have personal interest in the matters mentioned above. All the information contained in this page, whether in the form of articles, videos, posts, comments, talkbacks or any other digital/electronic media, including links to other websites, is for information purposes only. The information in this page does not constitute legal, tax or accounting advice, or investment recommendation, or an offer to purchase or sell financial products of any kind whatsoever, and is not substitutes for personal advice which takes into account the particular circumstances and special needs of each person. Any use of the information contained in this page is on the user’s sole responsibility. Neither Pioneer nor any other entity or segment within the Pioneer International Group makes any representations or warranties as to the accuracy or completeness of the information provided hereof and accepts no liability for any loss or damage which may arise from its use.
