Savings and Investments

Investment advice at Mercantile Bank

Our first and foremost goal is to help your investment portfolio succeed in a dynamic investment environment which requires the professional network of consultants we've established at the Bank.

Today's investment environment offers a variety of investment instruments and financial products which are affected by many actors and change at a rapid pace – and that's where we enter the picture. You need personal investment advice that keeps up with you and helps you meet your financial goals.

Why meet with us?

At Mercantile, we have created a network of advisors who provide immediate information in order to give you the maximum confidence possible in managing your investment portfolio. Our system of advisors is supported by a number of professional departments and technical systems:

  • A dedicated research department specialized in the investment field which provides ongoing investment advice and analyses from the international research company Morning Star which was prepared specifically and customized to meet the needs of the Israeli investor.
  • A macroeconomics and financial markets department which consistently helps customize investment portfolios for changing global markets.
  • Best-in-class advising and rating systems for financial products.
  • Banking investment solutions customized for risk-averse clients
  • Individual and discreet advice that meets you and your financial needs

To schedule an appointment with an investment advisor, dial *5600 now or enter your contact information and we'll get back to you to set up a no-commitment appointment.

Mercantile Bank is at your service and happy to work for you in all domains including investment advice.

 

Provision of this service is subject to the Regulation of Investment Advice, Investment

Marketing and Investment Portfolio Management Law, 5755-1995, the relevant legal instructions, and engagement with the Bank on the appropriate service agreements, according to their conditions.