Client Service

Connecting You to Service & Support

Value reflects more than our investment style. It defines who we are, and our relationship with each other and those we serve. It determines how and why we do business.

Brandes understands institutional plans need to meet two main fiduciary responsibilities:

  1. Payment certainty
  2. Long-term obligations

Brandes specializes in helping institutional plans meet their long-term fiduciary responsibilities. Our value-focused strategies are designed to be an integral part of your plan’s asset allocation mix.

Our equity and fixed-income strategies offer:

  • A long-term focus and independent thinking that puts client interests first
  • A consistent Graham-and-Dodd, bottom-up value approach
  • Established global research teams covering the market-cap spectrum

Our mutual funds and separate accounts are available for:

  • Corporate Defined Benefit / Defined Contribution Retirement Plans
  • Endowments and Foundations
  • Public Retirement Plans
  • Taft-Hartley Plans

Our Institutional Team is ready to help. 

Consider how our service orientation and value commitment can help you meet your long-term institutional investing obligations.

 

Institutional Sales, Services and Consultant Relations

Michael Israel, CFA

Michael Israel, CFA

  • Director, Institutional Group and Global Financial Institutions

Michael Israel works in close coordination with the firm’s Investment Committees, institutional clients, prospects and consultants to provide insights and interpretation of the firm’s portfolio strategies and investment philosophy. Mr. Israel also ensures that the firm accommodates client-specific guidelines and considers existing portfolio allocations when implementing investment decisions. Additionally, he leads the firm’s North American Institutional Business, which is responsible for business development, consultant relations and national accounts. Mr. Israel is a limited partner of the firm’s parent company.

Before joining Brandes, he was a Senior Trader with Charles Schwab, a Faculty Associate Professor of finance at Arizona State University (teaching security analysis and portfolio management) and a Logistics Officer on nuclear powered submarines in the United States Navy. Mr. Israel holds an MBA from Arizona State University and a BA in finance from George Washington University. His relevant experience began in 1994 and he joined Brandes Investment Partners in 1999. 

Institutional Client Services

Michael Israel, CFA

Michael Israel, CFA

  • Director, Institutional Group and Global Financial Institutions

Michael Israel works in close coordination with the firm’s Investment Committees, institutional clients, prospects and consultants to provide insights and interpretation of the firm’s portfolio strategies and investment philosophy. Mr. Israel also ensures that the firm accommodates client-specific guidelines and considers existing portfolio allocations when implementing investment decisions. Additionally, he leads the firm’s North American Institutional Business, which is responsible for business development, consultant relations and national accounts. Mr. Israel is a limited partner of the firm’s parent company.

Before joining Brandes, he was a Senior Trader with Charles Schwab, a Faculty Associate Professor of finance at Arizona State University (teaching security analysis and portfolio management) and a Logistics Officer on nuclear powered submarines in the United States Navy. Mr. Israel holds an MBA from Arizona State University and a BA in finance from George Washington University. His relevant experience began in 1994 and he joined Brandes Investment Partners in 1999. 

Head of Institutional Group

Michael Israel, CFA

Michael Israel, CFA

  • Director, Institutional Group and Global Financial Institutions

Michael Israel works in close coordination with the firm’s Investment Committees, institutional clients, prospects and consultants to provide insights and interpretation of the firm’s portfolio strategies and investment philosophy. Mr. Israel also ensures that the firm accommodates client-specific guidelines and considers existing portfolio allocations when implementing investment decisions. Additionally, he leads the firm’s North American Institutional Business, which is responsible for business development, consultant relations and national accounts. Mr. Israel is a limited partner of the firm’s parent company.

Before joining Brandes, he was a Senior Trader with Charles Schwab, a Faculty Associate Professor of finance at Arizona State University (teaching security analysis and portfolio management) and a Logistics Officer on nuclear powered submarines in the United States Navy. Mr. Israel holds an MBA from Arizona State University and a BA in finance from George Washington University. His relevant experience began in 1994 and he joined Brandes Investment Partners in 1999.