Lucid Investments

Founded by Karen Schwok, Lucid Investments is a global Family Office & Wealth Management firm. The firm is located in Rothschild Boulevard, the heart of Tel-Aviv’s financial hub. We have accumulated an important track record in providing professional investment advice and wealth management services. We are focusing on high net worth individuals, families, trustees as well as private 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 then advising on 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 preserve their wealth in a prudent approach. Furthermore, as we place our clients’ interests at the forefront, we preserve our status as an independent company and we are totally dedicated to achieving the best results for our clients.

Address: 3 Rothschild Blvd, Beit Psagot, , 19th floor, Tel-Aviv 68881 Israel

Phone: +972 3 516 3279
FAX: +972 3 516 3280