Investment solutions
At Sigma Clarity, we offer advanced investment management solutions characterized by full transparency and precise personalization. The synergy of decades of experience, smart technology, and dedicated personal guidance allows us to lead you toward achieving your financial goals.
Our process begins with a deep understanding of your unique needs, objectives, investment horizon, and risk profile. Based on these insights, we construct and actively manage a tailored investment strategy that responds to market conditions and is continuously updated to ensure maximum alignment at any given moment ensuring your portfolio always performs optimally for you.
Personal and professional management
A dedicated portfolio manager accompanies you every step of the way, providing answers to your questions, explaining every decision, and ensuring that your financial strategy is precisely aligned with your needs and goals.
Full transparency
Detailed real-time reporting and professional tracking tools provide you with complete control, offering deep insights into your financial strategy and the progress toward your goals.
Innovative technological approach
We utilize advanced tools for market analysis, opportunity identification, and risk management. Our technology works for you, helping you make more informed decisions.
We start with an introductory meeting where we learn about your financial goals, the level of risk you are willing to take, and your timelines. Based on this information, we will build a personalized investment strategy together. After that, our professional team will actively manage the portfolio, using advanced tools. Each client has a personal portfolio manager who will accompany them throughout the entire process. We are here to answer every question, explain every decision, and ensure that your financial strategy is exactly suited to your needs and goals.
We combine many years of professional experience with personal service to our clients and the availability of a response from our investment managers
on the way to achieving your financial goals. We advocate full transparency and personal and dedicated service.
Sigma Clarity's global presence gives your portfolio broad risk diversification across foreign economies and currencies, exclusive access to investment opportunities and advanced products in international markets, and the added security of meeting the strictest standards and dual regulatory oversight in the world.
Yes. The portfolio is managed in your bank account and with full transparency, and a client relationship manager is available for you to discuss the portfolio. In addition, you receive periodic reports every quarter.
Shekel investment portfolio
Management starting from NIS 400,000.
Dollar investment portfolio
Management in Israeli banks starting from $200,000.
Global investment portfolio
Management in foreign banks starting from $400,000.
Portfolio Management
Mutual Funds
Our Expertise, Your Growth
Active, Intelligent, and Goal-Oriented Investment Management.At Sigma Clarity, we offer a diverse range of mutual funds managed by an elite team of experts with extensive experience in both local and international markets. Our approach integrates in-depth research, cutting-edge technology, and rigorous risk management.
Why Choose Sigma Clarity Funds?
Active & Dynamic Management: An experienced team responding in real-time to market shifts to maximize opportunities.
AI-Driven Analysis: Utilizing advanced analytical tools and real-time data for precise decision-making.
Global Diversification: Exposure to a wide array of asset classes, sectors, and geographies all under one roof.
Transparency & Oversight: Constant monitoring and regular reporting to provide you with total peace of mind.
A Variety of Investment Channels Tailored to You
We believe that every investor has unique needs. Our funds span a broad spectrum of risk levels:
- Bond Funds: For those seeking relative stability and consistent cash flow.
- Equity Funds: Exposure to leading companies and long-term growth in Israel and abroad.
- Flexible/Mixed Funds: Dynamic management that combines various asset classes based on evolving market conditions.
How to Get Started?
Investing in mutual funds is the simplest and most efficient way to benefit from professional wealth management. Sigma Clarity’s mutual funds can be purchased through all banking trading systems or directly via your investment advisor.
Sigma Clarity Mutual Fund List
מנהל הקרן: סיגמא קרנות נאמנות בע"מ
- בתאריך 11.12.2024 שונה שם הקרן, לשעבר " סיגמא (2B) תיק אג"ח + 15% ".
- לקרן קיים יועץ ההשקעות חיצוני – חברת :" פייננשל טראסט השקעות בע"מ ", לפרטים נוספים ראו תשקיף/ דו”חות מיידיים שבתוקף.
- לקרן קיים יועץ ההשקעות חיצוני – חברת :" " Andbank Asset Management, לפרטים נוספים ראו תשקיף/ דו”חות מיידיים שבתוקף.
- בתאריך 26.08.25 שונה שם הקרן, לשעבר " סיגמא (1A) צמודה פלוס ".
- בתאריך 26/10/2025 שונה שם הקרן, לשעבר "סיגמא 10/90 (B1)"
- בתאריך 26/10/2025 שונה שם הקרן, לשעבר "סיגמא אג"ח מדינה (A0) "
בקרן מסוג 3 לצורך תקנות השקעות משותפות בנאמנות (עמלת הפצה), התשס"ו- 2006 -–סימן קריאה בשם הקרן (!) מציין כי על פי מדיניות ההשקעות שלה, עשויה להיווצר בה חשיפה לסיכוןאשראי הנובע מחשיפה לאג"ח שאינן מדורגות בדירוג השקעה (כהגדרתה להלן) ו/או לאג"ח נטולות זיקה לישראל (למעט אם דירוגן של אג"ח כאמור הינו בדירוג AAil ומעלה או דירוג מקביל לו) (כהגדרתו להלן) או מפעילות בנגזרים עם או באמצעות תאגידים אשר נמנים עם קבוצת סיכון האשראי השניה, או מהפקדת מזומנים ופקדונות אצל תאגידים כאמור, או משווי נייר ערך חוץ שהושאל באמצעות חבר בורסה ישראלי אשר אינו עונה על התנאים הקבועים בקבוצת סיכון האשראי הראשונה (להלן – חשיפה לבנקים וברוקרים), בנסיבות או בשיעורים הבאים:שיעור כולל של חשיפה לאג"ח שאינן מדורגות בדרוג השקעה ו/או חשיפה לאג"ח נטולות זיקה לישראל (למעט אם דירוגן של אג"ח כאמור הינו בדירוג AAil ומעלה או דירוג מקביל לו) וחשיפה לבנקים וברוקרים עשויה לעלות על שיעור החשיפה המרבי של הקרן למניות, כעולה מפרופיל החשיפה של הקרן;שיעור החשיפה לבנק או ברוקר מסויים עשויה לעלות על 10% משווי נכסי הקרן ושיעור החשיפה לבנקים וברוקרים עשויה לעלות על 20% משווי נכסי הקרן (והכל ללא קשר לפרופיל החשיפה של הקרן למניות(;(!) בקרן שאינה מסוג 3 – סימן קריאה בשם הקרן מציין כי על פי מדיניות ההשקעות שלה, עשויה להיווצר בה חשיפה לסיכון אשראי הנובע מחשיפה לאג"ח שאינן מדורגות בדירוג השקעה (כהגדרתה להלן) ו/או לאג"ח נטולות זיקה לישראל (למעט אם דירוגן של אג"ח כאמור הינו בדירוג AAil ומעלה או דירוג מקביל לו) (כהגדרתו להלן) או מפעילות בנגזרים עם או באמצעות תאגידים אשר נמנים עם קבוצת סיכון האשראי השניה או מהפקדת מזומנים ופקדונות אצל תאגידים כאמור, או משווי נייר ערך חוץ שהושאל באמצעות חבר בורסה ישראלי אשר אינו עונה על התנאים הקבועים בקבוצת סיכון האשראי הראשונה (להלן – חשיפה לבנקים וברוקרים), בנסיבות או בשיעורים הבאים:שיעור כולל של חשיפה לאג"ח שאינן מדורגות בדרוג השקעה /או חשיפה לאג"ח נטולות זיקה לישראל (למעט אם דירוגן של אג"ח כאמור הינו בדירוג AAil ומעלה או דירוג מקביל לו) וחשיפה לבנקים וברוקרים עשויה לעלות על שיעור החשיפה המרבי של הקרן למניות, כעולה מפרופיל החשיפה של הקרן;שיעור החשיפה לבנקים או לברוקרים עשויה לעלות על 10% משווי נכסי הקרן (ללא קשר לפרופיל החשיפה של הקרן למניות(;לענין זה, קבוצת סיכון אשראי ראשונה או שניה – כהגדרתה בנספח להוראה למנהלי הקרנות והנאמנים בדבר סיכוני קסטודי וסיכוני אשראי מיום 28.08.2018 ובהתאם להנחיות הדין לעניין זה ככל שתתעדכנה מעת לעת."אג"ח שאינו בדירוג השקעה" – אגרת חוב קונצרנית ו/או אג"ח שהנפיקה מדינה שאינה מדינת ישראל, שאינה מדורגת, או שהיא מדורגת בדירוג נמוך מ-(BBB-) או דירוג מקביל לו. "חברה נטולת זיקה לישראל" – חברה שמתקיימים לגביה כל אלה: אגרות חוב שלה רשומות למסחר בישראל; מקום התאגדותה הוא מחוץ לישראל; ניהול עסקיה מתקיים מחוץ לישראל ומניותיה לא הוצעו לציבור בישראל; לעניין זה יראו חברה שהמנהל הכללי שלה או יו"ר פעיל שלה הוא תושב ישראל, ואשר מרבית חברי הדירקטוריון הם תושבי ישראל, כחברה שניהול עסקיה בישראל. יצוין כי במידה ודירוג אג"ח כאמור הינו בדירוג AAil ומעלה או דירוג מקביל לו, לא תחשב נטולת זיקה לעניין זה
Mutual fund hosting
Sigma Clarity's Mutual Funds, part of the Sigma Clarity group, provides professional hosting services to external managers.Our hosting services include:
- High-level hosting services for mutual fund managers
- Advanced operational system, mechanical infrastructure, and control
- High availability of operational personnel to investment managers
- Legal guidance from a leading law firm in the field
- An experienced and skilled team in fund hosting management
The funds listed on the website are funds whose investment management is performed by the fund manager. The fund manager has additional funds whose investment management is performed by external investment managers (hostings) which are not listed on this website.
Hedge Fund Mutual Portfolios
An innovative investment solution from Sigma Clarity Investment House – Hedge Fund Mutual Portfolios.
Sigma Clarity makes the world of hedging strategies accessible to clients of all banks, including non-qualified investors, through a unique Hedge Fund Mutual Portfolio. This product allows investors to enjoy the best of both worlds: On one hand, the security of investing through mutual funds regulated by the Israel Securities Authority (ISA); on the other, the investment flexibility and exposure to diverse hedging strategies typically found in private hedge funds.
Advantages of Hedge Fund Mutuals at Sigma Clarity Investment House:
- Exposure to multiple markets
- A wide range of securities and strategies
- Tax deferral until redemption
- Monthly liquidity
Advantages of the Hedge Fund Mutual Portfolio at Sigma Clarity Investment House:
- Close guidance by a licensed professional
- 0% direct management fees
- Combination of multiple hedge fund managers
- Active management – dynamic transitions between hedge fund mutuals based on the portfolio manager's assessment
- Monthly liquidity mechanism
The service is provided by Sigma Portfolio Management Ltd., which holds a portfolio management and investment marketing license from the Israel Securities Authority.
For business clients, institutional bodies, and companies, we offer a customized investment portfolio that includes a personal investment manager and a combination of diverse products according to the firm's needs, investment horizon, and the company's investment policy.
It is possible to combine global investment products and a wide range of solutions, including a combination of bonds and stocks, structured products, investments in alternative funds, and more. If necessary, Sigma Clarity's professionals participate in the firm's periodic investment meetings.
An investment portfolio based on bonds allows our clients to enjoy a liquid investment and a predetermined interest rate if the bonds are held until the maturity date.
A bonds-to-maturity portfolio is suitable for investors seeking a solid risk level and allows the client to choose the desired risk level and, accordingly, the investment mix.
The portfolio is built and customized by a skilled investment manager based on Sigma Clarity's professional investment team. The desired index base can be chosen - CPI-linked or currency-based - and the portfolio can be managed in foreign currency as needed.
We at Sigma Clarity are experts in customizing the investment portfolio to the client's needs. Therefore, our client managers frequently hold meetings to clarify needs and formulate the investment policy together with the client.
Key considerations in choosing the nature of the investment portfolio include the desired investment period, the need for liquidity, the level of risk the client wishes to take, the purpose of the investment, the structure of the investment portfolio relative to the client's total assets, and more.
A good understanding of the client's needs enables us to build a tailored portfolio and update it regularly according to changing market conditions.
Global Investment Portfolio
Sigma Clarity specializes in managing global investment portfolios, in banks in Israel or in a selection of leading banks around the world, according to the client's choice. The investment portfolio can be managed in the client's bank account in Israel or in a bank abroad, according to their choice. If necessary, we provide guidance and assistance in opening an investment portfolio in a bank abroad according to the client's choice.
Sigma Clarity clients enjoy a personal and available client relations manager who provides a response during business hours in IGlobal Investment Portfolio Management for private clients with financial wealth of $400K or more We offer the entire range of private banking services domestically and globally. These services were designed and planned according to the highest standards, to ensure professional management and personal, reliable, and discreet service for clients' assets domestically and globally.
Our clients enjoy accessibility and collaborative work with world-class banks, access to international capital markets, use of advanced investment instruments and products, and an exclusive envelope of international services characterized by creativity and vision. Within the framework of global banking, we work with foreign and Israeli banks domestically and abroad, and offer a unique service of consultation and guidance to the most suitable place for the client after clarifying and understanding their needs.
Premium clients enjoy a comprehensive service package for global investment portfolio management :
- Assistance with opening an investment portfolio in a bank abroad according to the client's choice
- Management of the client's investment portfolio in the chosen bank in Israel or abroad and completion of all processes required for investment management
- Formulation of an investment policy according to the client's needs and preferences, based on analysis, research, and market review
- Risk diversification and inclusion of advanced investment products in the client's portfolio according to their needs, including bonds to maturity, stocks, investment in funds, and alternative products
- Handling tax issues involved in managing the investment in a bank abroad
- Tailored response for residents with foreign citizenship, in opening the investment portfolio and managing the investment
- Personal and available client relations manager who provides a response during business hours in Israel, regardless of the time difference with the bank abroad
Capital Protected Portfolio
Structured Products
Exposure to Global Indices with Downside ProtectionThe Sigma Clarity Capital Protected Portfolio is a managed investment account that provides exposure to a diversified range of global indices, with the option to integrate high-rated government and corporate bonds.
This portfolio allows you to participate in the growth of the world’s leading equity markets while providing a protective cushion against market downturns. The investment strategy incorporates components specifically designed to mitigate downside risk in the equity portion, ensuring that even in volatile markets, your investments remain protected*.
Our products are engineered in collaboration with issuers rated A– or higher, adhering to strict international standards. This approach minimizes issuer risk and ensures the highest quality of financial instruments.
The Advantages of a Sigma Clarity Capital Protected Portfolio:
- Principal Protection: Safeguarding your initial investment.
- Access to Leading Indices: Exposure to top-tier global markets.
- Liquidity Mechanism: Structured for accessibility and flexibility.
- Investment in products that allow clients to profit even in a falling market.
Who Is the Capital Protected Portfolio For?
This portfolio is designed for clients managing investments of 400,000 ILS and above. It provides you with access to attractive investment channels that are typically reserved exclusively for large-scale institutional investors.
Where Is the Capital Managed?
The capital is managed directly within the client’s existing bank account at any Israeli bank or stock exchange member. For interested clients, management via an IRA (Individual Retirement Account) is also available.
Currency Exposure
The Capital Protected Portfolio is managed in USD, providing a natural hedge and protection against local currency fluctuations.
*Please note: While the protection on your investment is significant, it is not absolute and is subject to the investment management agreement and applicable law. Nothing in the above constitutes a guarantee of return or a prevention of loss.
Portfolio Management for U.S. and Canadian Citizens
Portfolio Management for U.S. and Canadian CitizensClarity Wealth Managers, from the Sigma Clarity group, engages in wealth management for large clients and holds licenses for investment management in Israel, the USA (the SEC), and Canada. Clarity specializes in managing global investment portfolios, in banks in Israel or in a selection of leading banks around the world.
Global Investment PortfolioSigma Clarity specializes in managing global investment portfolios, in banks in Israel or in a selection of leading banks around the world, according to the client's choice. The investment portfolio can be managed in the client's bank account in Israel or in a bank abroad, according to their choice. If necessary, we provide guidance and assistance in opening an investment portfolio in a bank abroad according to the client's choice.
Sigma Clarity clients enjoy a personal and available client relations manager who provides a response during business hours in Israel, regardless of the time difference with the bank abroad. The investment policy in the portfolio is executed according to the client's needs and preferences and is based on analysis, research, and market review, while striving for risk diversification and the inclusion of advanced investment products in the client's portfolio according to their needs, including bonds to maturity, stocks, structured products, and more.
We assist in handling tax issues involved in managing the investment in a bank abroad.
Independent Trading
Sigma Clarity refers its clients to the independent trading service of Psagot, a subsidiary in which we are partners. The referral is made by virtue of the joint brokerage activity.The trading system offers an intuitive interface and artificial intelligence technologies, making advanced trading capabilities accessible to investors of all levels.
- Lower costs - competitive commissions and attractive exchange rates
- Smart trading tools - advanced analysis and support for decision making
- Professional guidance - support from Psagot experts at every stage
- Global trading - trading in local and international markets on the same platform
Trust services
Sigma Clarity refers its clients to the independent trading trust services of Psagot, a subsidiary in which we are partners. The referral is made by virtue of the joint brokerage activity.Protection of your most important transactions. Reliable and professional response to the most complex transactions in the Israeli market.
We place great emphasis on transparency, reliability, and security, while maintaining an exceptional professional level and uncompromising, close management of all stages of the transaction. Many years of reputation for customer commitment and striving for excellence, high execution capabilities, and a competitive cost structure ensure our clients maximum value in every transaction, of any size and for any purpose.
- Trust Services for Companies Escrow and Paying agent
- Trust Services in Real Estate - guidance for complex transactions in the real estate field
- Services for SPV and Funds - management of dedicated entities and full operational support
- Private Trust Services - customized solutions for managing personal and family wealth
Become Part of Sigma Clarity
In 3 Simple Steps
Intro Meeting
We’ll start with a personal meeting, where we’ll map out your needs, financial goals, and the desired wealth management strategy, including global regulatory and tax aspects.
Strategic planning
We’ll create a personalized investment plan for you. Once approved, your dedicated portfolio manager will open and manage the required accounts (at the foreign bank or on the relevant platform).
Ongoing management
We’ll begin with active portfolio management and strategy implementation. You’ll receive regular updates, weekly market reviews, and full support from your personal portfolio manager, who’s always available for You
Schedule your meeting today
Please provide your details, and we will reach out to you promptly. Alternatively you can reach us directly : *6278
