ABOUT SR & CO. ADVISORY
Founded by Shira Rosenberg, Managing Partner, SR & Co was established to deliver a high-touch, values-driven approach to wealth management. With extensive experience advising institutional investors and family offices, Shira leads the firm with a focus on transparency, long-term vision, and global connectivity.
What we do for you
At SR & Co, we provide strategic wealth management services for high-net-worth individuals and families. Our approach is personal, discreet, and tailored — combining deep financial expertise with a genuine understanding of each client’s long-term vision. We offer portfolio management, investment oversight, and ensure that your capital reflects both your values and financial goals.
As active board members, we are committed to capital preservation, sustainable growth, and multi-generational wealth planning.
What sets us apart is our institutional background and access to high-quality opportunities — both public and private — that are typically available only to select investors. We leverage our experience and global network to offer clients exposure to limited-access investments across public markets, real estate, private equity, and alternative assets.
We also collaborate with international funds, private equity firms, and wealth management platforms seeking trusted representation and strategic partnerships in the Israeli market.
OUR SERVICES
Portfolio Management
Maximize your wealth and seize opportunities with our tailored portfolio management strategies.
Investment Oversight
Benefit from expert investment oversight as I serve on boards to ensure the success of your investment strategies.
Loans
Secure your family's financial future with our specialized generational wealth planning services.
International Collaboration
Collaborate with international funds, private equity firms, and wealth management platforms seeking representation and partnerships in the Israeli market.
Partnership Representation
Represent international funds, private equity firms, and wealth management platforms seeking partnerships in the Israeli market.
Financial Consultation
Receive personalized financial advice and guidance to make informed decisions about your wealth.
FREQUENTLY ASKED QUESTIONS
How can I request portfolio management services?
To request portfolio management services, you can contact us via phone, email, or by filling out the contact form on our website.
What is the process for investment oversight?
We ensure effective investment oversight by serving on boards and collaborating closely with investment professionals to optimize your investment strategies.
How can I collaborate with SR & Co. Advisory?
You can initiate collaboration by contacting our team via phone, email, or by filling out the contact form on our website.
Connect With Us
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