Financial Planners Develop a Portfolio to Support Israel and Grow Wealth
February 18, 2021
Two years ago, Selwyn Gerber, chairman and chief strategist of RVW Wealth, a financial planning company, along with President Jonathan Gerber, wanted to figure out a way investors could support Israel. They looked at the current options and realized they just weren’t enough.
“We wanted to give people access to Israeli capital markets,” said Jonathan, in a phone interview with the Journal. “There was a void we were trying to fill, because there were only two ways to invest in Israel: Israel Bonds, but there’s virtually no return, or venture capital, which is high-risk. We seek to perform well over time, although as with all equity investments, we anticipate a bumpy ride upwards.”
Share this article
Share this article
LOS ANGELES, Feb. 2, 2021 /PRNewswire/ RVW Wealth LLC, a registered investment adviser known for its tailored portfolio design methodology and low-cost evidence-based investing approach, announced a new initiative to assist clients aged 65 and older, as well as their immediate family members, with scheduling COVID-19 vaccinations. The company has focused its administrative team on the life-saving task of helping clients to navigate the challenges of securing a vaccination in different locales.
RVW Wealth s President Jonathan Gerber, CPA, PFS. We believe that the future of wealth management requires more than just sound and strategic financial advice, said Jonathan Gerber, RVW s President. It must also include a comprehensive suite of services that help our clients live happier, healthier, and more fulfilling lives. Whether it s lifting our clients spirits with virtual events or helping them navigate the challenges around getting a vacc