LUCID INVESTMENT | FAMILY OFFICE

lucid-investment-family-office-logo

Lucid Investments provides Family Office and Wealth Management services to high net worth individuals, families, trustees as well as private companies. We have accumulated an important track record in providing professional investment advice. Our goal is simple: we are willing to differentiate ourselves from the traditional Private Banking providers. Therefore, we have adopted over the years a holistic approach to serving our clients, by identifying first the core investments and legal issues wh... ich need to be addressed. Then, we are closely accompanying our clients throughout the implementation process. We believe that our role is not only to determine the specific asset allocation and comparing performances to benchmarks. A sophisticated asset allocation is essential to ensure portfolio returns. In our view, 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 goal is to ensure that their client's wealth grows its buying power for generations to come.

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LUCID INVESTMENT | FAMILY OFFICE

Social Links:

Industry:
Financial Services

Founded:
2017-01-01

Address:
Tel Aviv, Tel Aviv, Israel

Country:
Israel

Website Url:
http://www.lucid-inv.com

Total Employee:
1+

Status:
Active

Contact:
972-3-5163279

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Apple Mobile Web Clips Icon Content Delivery Network Domain Not Resolving Euro Microsoft Exchange Online Office 365 Mail


Current Employees Featured

karen-schwok_image

Karen Schwok
Karen Schwok Founder and CEO @ Lucid Investment | Family Office
Founder and CEO
2018-01-01

Founder


karen-schwok_image

Karen Schwok

Official Site Inspections

http://www.lucid-inv.com

  • Host name: unalocated.63.wixsite.com
  • IP address: 185.230.63.186
  • Location: Ashburn United States
  • Latitude: 39.018
  • Longitude: -77.539
  • Metro Code: 511
  • Timezone: America/New_York
  • Postal: 20147

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