Our Investment Approach

Why Pioneer

Pioneer Wealth Management has a global network that grants access to an array of opportunities. At the same time, our structured approach provides the oversight needed to analyze situations:

  • Pioneer Investment Committee - involves internal members and external professional advisors to determine the overall asset allocation of various risk and reward strategies, in addition to appointing or removing investment managers and financial institutions.
  • Pioneer Investment Research (PIR) Team - committed team to build your customized investment portfolio, guided by specific asset allocation mandates and leading analytical and practical financial tools and databases.
  • Senior Wealth Manager - your personal point of contact to ensure your personal needs are always addressed.

Asset allocation and diversification lay the foundation in our strategy as it has been proven over time as the most effective way to maintain and build your investment portfolio. 

CONTACT US

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Telephone: +972-9-961-1300
Email: info@piowealth.com

Amzur House – 4th floor, 8 Hasadnaot St.,
Herzliya Pituach, Israel

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