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Lucid Investments I Family Office
Lucid Investments is a globalFamily Office & Wealth Management firm. The firm is located inRothschild Boulevard, the heart of Tel-Aviv’s financial hub.We have accumulated animportant track record in providing professional investment advice and wealth management services. We are focusing on high net worth individuals, families, trustees as well asprivate companies. Therefore, we have adopted over the years a holistic approach to serving our clients, by identifying first the core investments and legal issues which need to be addressed and thenadvisingon the various possible alternatives.Also, we are closely accompanying them throughout the implementation process. A sophisticated asset allocation is essential to ensure portfolio returns. It is far more important how much exposure you have to one specific asset class overall than each individual security you invest in. As a result, we believe that time and efforts shall be spent where it really matters – on the asset allocation level. Our investment process is especially based on designing a dynamic asset allocation strategy for each of our clients. Thus, this portfolio strategy enable us to protect the capital from risks, capture upside and ensure the returns will be most probably stable across even the most unstable environments. Our most important goal is to provide a professional yet personal and transparent service to our clients in order to help them preservetheir wealth in aprudent approach.Furthermore, as we place our clients’ interests at the forefront, we preserve our status as an independent company and weare totally dedicated to achieving the best results for our clients.
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