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SCHWAB INSTITUTIONAL
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TD AMERITRADE INSTITUTIONAL
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WELLS FARGO SECURITIES / FIRST CLEARING
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RBC (ROYAL BANK OF CANADA)

RVW Wealth works with many Israeli residents to manage wealth in U.S. dollar denominated accounts with strategies tailored to meet your needs.

USING A U.S. QUALIFIED INSTITUTION MAY MEAN:

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Simplified reporting to U.S. taxing authorities (No FBARs)
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Access to no-fee ATMs and check-writing services
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Global bank wire services with no fees
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U.S. mailing address services available to provide a U.S. virtual presence

THE INVESTMENT APPROACH

RVW Wealth will work with you to tailor an investment portfolio which provide your optimal blend of safety, income and growth. We will consider your financial needs and resources including your מבצע שלמה, Social Security, and other resources.

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WHO WE ARE

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SELWYN שלמה GERBER

In addition to Selwyn’s full professional bio (available here), Selwyn is a deep Zionist. Having visited Israel regularly since the age of 15 from Cape Town, South Africa, Selwyn’s love for the land runs deep. Selwyn chairs the Israel Grants committee of the Jewish Community Foundation of Los Angeles, which in recent years has granted and distributed in excess of $2M to Israeli non-profits annually. Selwyn is typically in Israel twice a year and looks forward to meeting with you in person.

JONATHAN יונתן GERBER

In addition to Jonathan’s full professional bio (available here), Jonathan’s earliest memories of Israel where in the Diplomat Hotel in Jerusalem greeting on (Operation Solomon). Jonathan spends time in Israel every year and looks forward to working with you in person. Jonathan is the founder of the Bnei Akiva overnight camp in Los Angeles called Moshava Alevy.

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In addition to Selwyn & Jonathan (who are most connected with Israel), RVW Wealth is supported by a much larger team (click here for full team bios).

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  • RVW Wealth LLC designs portfolios based on evidence-based investing principles inspired by such luminaries as Warren Buffett, Charlie Munger, Prof. Jeremy Siegel of Wharton and Nobel prize-winner Prof. Eugene Fama.
  • We will put the Science of Capital Markets to work for you. Our approach seeks to eliminate risk and replace it with volatility – a long term wealth optimization strategy that has been proven to work over a century of analysis.
  • Every RVW portfolio is powered by decades of empirical data and academic research. Strategic investing eschews market timing and individual stock selection.
  • Tax-smart portfolio design and low cost custodial relationships mean enhanced returns.

SCHEDULE A CONSULTATION NOW

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