Synergy Capital Partners, a part of Wealthstone Holdings, is an investment fund that specializes in infrastructure in Israel and the world. Synergy is among the first companies in Israel engaged in financing domestic and international infrastructure projects for private investors.

The company’s management team specializes in financing and operating in this sector, and is supported by leading engineering, economic and insurance companies from Israel and abroad.

The company’s expertise allows it to meticulously select specific projects in sectors such as energy, water, communications, transportation, etc.,

The company’s business model combines equity financing for construction-ready projects with acquisition of existing cash flow-generating operational projects.

Why invest in infrastructure?

  • Government undertaking to purchase the products of the project.
  • Encouraging states to transfer infrastructure investing to the private market.
  • Predefined projected income with an executed contract and set prices.
  • High, inelastic demand generates high returns over years.

 

Investments with value

Investments in infrastructure are an important economic growth engine for every country around the globe. A few years ago, the United Nations adopted The 2030 Agenda for Sustainable Development, with a primary goal of encouraging construction and upgrading infrastructure in order to accelerate the world’s economies and promote growth by encouraging private investment in infrastructure projects.

Investing in infrastructure immediately creates new jobs, spurs growth in the local economy, and improves living conditions and welfare.

 

Unique investment safeguards model

The fund’s investment model includes several primary safeguards for the invested amounts:

  • Regulatory/governmental price guarantee
  • Performance and output guarantees from contractors
  • Mix of existing and construction projects

 

Advantages of investment

  • Preference in distributing profits to the investor.
  • Investment that is short term compared to other investments in the sector.
  • Access to a investment portfolio of non-negotiable assets.
  • Investment with social value – state development and job creation.
  • High returns over years in light of executed contracts with states or government companies.
  • Minimum correlation to the capital market.
  • Internal diversification – dividing investments between several projects simultaneously.
  • Business model combining development and generating projects.
  • Strong safeguards – state undertaking + insurance coverage.
  • Investment committee for project screening.
  • Unique model for hedging various investment risks.

WealthStone Investment Philosophy

Experienced Teams

WealthStone thorough decision-making process is based on dozens of years of accumulated experience in investment markets of company's team

Personal Customizations

WealthStone proprietary investment platform can be specifically adapted to the financial needs of private as well as institutional investors; targeting to diversify investment portfolios with different risk levels and investment ranges

Safe Procedures

WealthStone executes investments via establishing and managing Limited Partnerships that are backed by Trust Accounts, where the only authorized signatory is the Trustee

Investment Committees

Each investment is carefully examined by a dedicated Investment Committee, comprised of the best professionals in the relevant fields. These committees are an integral part of WealthStone consulting, supervision and fund management process

Full Transparency

We at WealthStone believe in full transparency to investors; investors regularly receive written information about their investments, including ongoing and periodic detailed reports

Securities

WealthStone puts investors at first priority when it comes to distribution of yields. In addition, WealthStone assures that the best securities to protect investors are activated in each investment strategy used, according to what is customary in the relevant investment field

Supervision and Control

WealthStone keeps a dedicated team responsible for supervising and monitoring investments in the various funds on a regular basis

Close Escort

All WealthStone funds are accompanied by a Trustee, a CPA and, if necessary, an Administrator

Disclaimer

The information on this website does not constitute an offer to invest in the fund or an invitation to receive offers for investing in the fund, does not constitute a basis for reaching investment decisions, does not constitute a recommendation and/or opinion and is not a substitute for the discretion of potential investors. In addition, the information included herein is not a substitute for professional advice from a licensed professional taking into account all of the client’s needs and does not constitute a substitute to tax advice. The information in this website does not constitute an offer of securities. The securities of the various funds are not listed and shall not be listed for trade and they are offered to investors by private offer to a limited number of offerees as set forth in the Securities Law. Engagement under an' investment agreement is subject to absolute discretion of the general partner

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