In the storm — composure.
In its wake — opportunity.
Danny Dilevsky — former Chief Investment Officer at DS Investments Portfolio Management, Chairman of DS Mutual Funds and Chairman of its Funds Investment Committee — personally manages portfolios for families and individuals of means, through a rigorous, transparent process, in liquid, tradable assets only.
The experience behind the personal service
Portfolios are managed with no in-house funds and no product-based compensation. Every security is chosen on one consideration only — your interest. Investments are made in tradable assets only: no alternative assets, no lockup periods.
Your money stays in your bank account
The account stays in your name, at your bank
Your portfolio is managed directly within your own private bank account. Your money and securities are never transferred to anyone else — control stays with you.
Operating under an Israel Securities Authority license
Activity is conducted through Synergy Financial Markets Ltd. — a portfolio management company licensed by the Israel Securities Authority.
A personal portfolio management license
Alongside the company's license, Danny personally holds a portfolio management license from the Israel Securities Authority — an additional layer of oversight and accountability.
Three principles. Forty years.
Expertise in Israel's capital market
Over forty years specializing in Israeli equities and bonds — from deep analysis to precise execution, in rising and falling markets alike.
Personal integrity and full transparency
Direct contact with Danny — not a call center. Every decision is explained plainly, every report is transparent, and every phone call is answered personally.
Preserving wealth for the next generation
A portfolio tailored to your family's goals: preserving the capital you've built, planning ongoing income, and preparing an orderly transfer of wealth to children and grandchildren.
A small number of families. Uncompromising personal service.
To maintain an uncompromising level of personal service, Danny works with a limited number of families and private clients, with portfolios of ₪1,000,000 and above.
Schedule a personal consultation
Leave your details and Danny will get back to you personally within one business day — an introductory conversation, free of charge.
Your details are kept fully confidential and are never shared with third parties.