OUR ETHOS
Agio is a veteran and experienced private company. We help make financial decisions and implement them. Agio offers its clients comprehensive advice, professional service, and decision-making support. Our focus is to safeguard the interests of our clients and take care of the fulfillment of their goals and needs.
We see ourselves as the client's "gatekeeper" – a contributing factor in their favor, at their service, without conflict of interest
The advice and service provided to our clients is made with:
• Integrity
• Objectivity
• Loyalty
• Reliability
These values are applied as clear and unambiguous principles that constitute a central axis in the way the firm acts for its clients.
In order to bring a great value to our clients, we as a company:
• understand the needs of our clients
• consider their risk aversion and investment preferences
• provide our highest level of professional skills
1. A premium or percentage paid on a bond, when the market value of a bond is greater than its face value.
2. The percentage charged when one currency is exchanged for another one with a higher value.
*Agio
(\ˈa-jē-ˌō noun \)
About Our Services
Managing family finances is a necessity for the security of the current and upcoming generation's future.
The various options for managing savings are diversified through markets, banks, and insurance agencies.
Our skilled team specializes in tailoring customer needs, such as:
• Family Office – Wealth Management
• Financial Risk Management
• Foreign Currency Dealing Room
• Independent Valuations
• Investment portfolio Management and Supervision
• Alternative Investments
Managing and Supervising over 15 Billion ILS
Agio for Organizations
Agio is a licensed portfolio management firm (ISA) that serves a diverse range of organizations, investment committees, and financial managers, by supervising clients' investments in financial assets. Our team works conjointly with our clients to implement investment policies through administrative authorities in Israel and around the world. We ensure risk management by preparing management reports, perform controls, and reduce management fees, as our clients' gatekeepers of their financial assets.
Wealth Management
Managing family wealth – All interests in one place
Our firm is experienced working with families with large volume of assets. Agio's relationship with attorneys, accountants, tax consultants, and pension advisors, provides clients' complete management of all its interests and financial needs. Investments are executed by investment managers in Israel and around the world.
Financial Risk Management
Agio acts as an advisor in managing foreign exchange and interest rate risks, for private and public companies in Israel and around the world. We offer our clients comprehensive services and solutions for the company's foreign exchange risks, interest rate risks, and commodity prices risks.
Independent Valuations
We unlock equity value together!
• Employee Options Valuations
• Due Diligence
• Financial-strategic planning
• Affordable Fees