MS Rock investment house
Stable investment solutions
MS-RoK Investment is a licensed portfolio management firm by the Securities Authority. We operate using regulated financial instruments and comply with both Israeli and European regulatory standards. Our investment solutions provide our clients with access to leading international institutional investment funds that have a low correlation to capital markets. Our ability to manage a variety of tradable and non-tradable products allows us to create high stability and achieve good returns over time. We offer a wide range of options that allow for perfect customization to the clients' needs and selection of the most suitable investment product for them.
We manage our investments by purchasing leading funds combined with tradable and non-tradable debt to balance and diversify investment portfolios. The investments are made in the personal bank account or in a self-managed provident fund through a managed investment portfolio.
The company produces unique investment solutions, both domestically and internationally, designed for significant savings for our clients and protection of family wealth. This is achieved while maintaining security and stability in investments over time.
about
the company
Company goals
When we established the investment house, we aimed to develop smart, profitable products tailored to the needs of Israeli clients and to make investments, primarily accessible to institutional and qualified clients, available to Israeli families. We have committed to preserving family wealth as a primary goal while improving the financial situation of savers and retirees. We strive to build a service framework that allows the practical implementation of this model, all in one place.
The client is at the center
We identify needs and tailor the economic, legal, and tax solutions to meet the client's requirements.
reliability and transparency
We act as a servant of trust for our clients, and act according to the personal needs of the family.
expertise
Our rich international experience enables reducing risk, increasing profitability and preserving family capital.
Financial innovation
Combining financial innovation with international standards, along with traditional and diverse asset management.
Administration
Yuval Eisenberg
Founding partner, CEO
Over 20 years of experience in senior positions in the capital market and investment banking. Yuval serves as CEO and owner of the Mentor Group, and focuses on VC - strategic consulting and finance.
Deputy to the President of the Israeli Family Office Organization (IFPA).
Member of the board of the Chamber of Business and Management Consultants in Israel.
eyal rejovitzky
Founding partner, VP
Has over 25 years of experience in senior positions in private banking and the capital market. Specializing in financial planning and client asset management with a holistic approach. Eyal leads the field of alternative retirement in the company, and specializes in creating customized financial solutions for clients, while maintaining stability and long-term financial security.
suzy hertz
Operations and Control Manager
With over 20 years of experience in various financial organizations, including the establishment and management of operational and control systems in institutional financial bodies in the capital market, such as investment houses and provident funds.
Roy Levy
Chief Investment Manager
Has 16 years of experience in the financial field, as a portfolio manager in Israeli investment houses as well as in a family office. Today, he serves as the company's chief investment officer.
EDEN MORAD
Management representative
Management and customer relations representative Responsible for opening bank accounts for the company's customers as well as operational monitoring and purchases in banks.
Ofer Ben Shimol
Director of the Wealth Management Division
Has cumulative experience exceeding thirty years,Managed for many years the consulting system of Bank Leumi as well as the private banking system.
Noam Belzberg
Vice President of Risk Management and Compliance
Has over 20 years of experience in the fields of credit, regulation and risk management in financial organizations in Israel and around the world.
OUR Services
Opening accounts for investment abroad
We provide services for opening and managing international investment accounts in a wide range of countries, including Switzerland, the United States, and other European countries. These accounts allow for investment management and regular operations, including the issuance of credit cards. Our company has access to more than 40 banks in Europe, and we offer account openings starting from 100,000 euros.
Investment portfolio management
We offer personalized portfolio management services tailored to the client's needs. The service includes the construction and management of tradable investment portfolios and bond portfolios to maturity, incorporating diverse assets from a wide range of options in Israel and around the world. We operate over time at different risk levels, according to an investment policy customized for each client.
Building and managing unique investment solutions
Rock Investments experts specialize in managing dedicated investment products for the company's clients, which include a variety of foreign funds focusing on foreign bonds and mixed funds of debt and equity. Recently, we have introduced a dedicated solution for clients seeking a fixed and predetermined interest rate. Additionally, for the first time, we have also added solutions for American clients.
Building a financial asset that yields regular income
We provide our clients with a comprehensive financial strategy that combines tax and investment solutions aimed at preserving family wealth for retirement. Additionally, we offer customized cash flow solutions and build income-generating financial assets that serve as an alternative to traditional pensions.