Welcome to Derech Invest, an investment firm specializing in the management of investment portfolios, mutual funds, and tailor-made digital portfolios. We combine financial expertise, in-depth analysis, and a strategic approach to optimize your investments and ensure your capital works for you in the most efficient way.

Our investment managers have a deep understanding of both Israeli and international financial markets, enabling them to identify the best opportunities and design a personalized portfolio aligned with your financial goals and risk profile.

Investment Portfolio Management
Digital Investment Portfolio Management

Investment Management through Mutual Funds

Smart Investments with Derech Invest

Derech Invest is an investment firm licensed by the Israel Securities Authority, specializing in tradable securities investments both in Israel and internationally.

Our approach is based on thorough and rigorous market analysis, with a strong focus on equities and bonds. We identify investment opportunities by assessing the intrinsic quality of assets and their long-term growth potential.

At Derech Invest, we follow a strategy centered on undervalued securities and price distortions, enabling us to maximize returns while maintaining prudent risk management.

  • Personalized investment portfolio management for clients with capital exceeding 0.5 million ILS.

  • External Investment Management through Mutual Funds– Our team of experts manages investments across a variety of mutual funds with diverse performance profiles. Anyone can easily invest in these funds through their bank’s investment advisor or via various trading platforms.

Kosher Investments

Derech Invest allows you to benefit from both a high level of halakhic compliance and the advantages of a professionally managed investment portfolio.

With Derech Invest, you can now enjoy optimized portfolio management while adhering to the principles of halakha.