Actively Managed Israeli Stock Portfolio—Focused on long term growth
Our parent company:
ISRAELI STOCK PORTFOLIO
ACTIVELY MANAGED
LONG TERM GROWTH
ALIGN YOUR INVESTMENTS WITH YOUR MISSION
Our Story
Are you an investor seeking growth opportunities? Are you a champion of the State of Israel? Are you looking to put your money to work for a cause you support?
So are we!
Meeting all these needs was the goal of Brian Friedman when he founded Israel Investment Advisors, LLC. He combines a lifelong passion for Israel with more than 30 years of experience as a Portfolio Manager, Analyst and Economist. Brian understands the Israeli economy and its transformation in recent decades into a nation of technological innovation, thriving start-ups and dynamic capital markets.
In 2010, when Israel was upgraded from emerging market status to a developed country, Brian saw an opportunity to invest in the often overlooked Israeli stock market. Israel Investment Advisors, LLC, remains one of very few American firms focused on the Israeli capital markets.
Since 2010, Israel Investment Advisors’ growth echoed the burgeoning Israeli economy. Brian and his team of experienced professionals offer FOUNDATIONS and INDIVIDUAL investors a chance to become partners in Israel’s success story while putting their assets to work in support of their own mission-driven goals and values.
Brian Friedman at the Tel Aviv Stock Exchange
Impact Investment: putting assets to work in support of mission-driven goals and values.
Our Strength
We translate our knowledge and expertise in the Israeli economy into long-term growth for our clients.
We offer asset management solutions to individuals, foundations and endowments.
We align your portfolio with your mission by investing in Israel.
In addition to direct investment into the Israeli stock market through the Israel Investment Fund, L.P., we provide comprehensive planning, advice and portfolio management for foundations and endowments that prioritize Israel directed philanthropy.
Portfolio Management
Endowment Planning
Financial Concierge Services
An actively managed fund
A long term philosophy
A fiduciary responsibility
As an Investment Advisor registered with the
Securities and Exchange Commision (SEC),
Israel Advestment Advisors, is a fiduciary, legally
obligated to work in the client's interests. IIA
does not receive any commisions for selling
financial products or investments.
Israel Investment Advisors, LLC is a subsidiary of GHP Investment Advisors, Inc.
Our Team
Brian Friedman, CFA President, Co-Founder and Portfolio Manager of Israel Investment Advisors, LLC.
30 years of experience as a Portfolio Manager, Investment Analyst, and Economist. Actively invests in Israeli securities and closely monitors economic and financial developments in Israel.
Andy Kark, CPA, PFS, CFP® Partner, Co-founder of Israel Investment Advisors, LLC.
27 years of experience in the investment management business as a partner at M.Z. Kark & Associates, Inc, an SEC-registered investment advisor in Denver, Colorado. Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) as well as a Certified Financial Planner (CFP®).
Amy Kaufman Director, Investor Relations, Israel Investment Advisors, LLC.
25+ years of experience in International Business. Co-owner of Xtra Mile Interpreting, LLC., nationwide interpreting agency. Systems Engineer with a strong background in education, project development and leadership.
