Profile-Some important Details about This Broker

General Information

Profile Investment Services, Ltd. is a Jerusalem-based financial services firm that specializes in working with people living in Israel who want American investment accounts and aims to help clients with stocks, bonds, mutual funds, and more.

Investment Services

All trades are done through Profiles U.S. broker-dealer, Portfolio Resources Group, Inc. A PRG client can have access to a variety of investments and services, such as:

- U.S.-based brokerage and IRA accounts (Individual Retirement Accounts)

- Stocks, bonds, mutual funds, and ETFs

- FDIC-insured bank deposits (CDs – Certificates of Deposit)

- Professional money managers

- Checking accounts and Visa debit cards

The types of Investments available include:

- Equities (stocks)

- Bonds and other Fixed Income

- Mutual Funds

- Exchange Traded Funds (ETFs) and Index Funds

- CDs (FDIC-insured bank deposits)

- Managed Accounts with Professional Money Managers

- Unit Investment Trusts

- Options

- Real Estate Investment Trusts (REITs)

- Money Market funds

Account Types

Profile can open the following types of accounts for clients: Individual, Joint tenants with rights of survivorship, Retirement accounts, Trust, Estate, Custodian for Minor, Corporation, Traditional IRA, Rollover IRA, ROTH IRA, Inherited/beneficiary/deceased IRA, Sole Proprietorship.

Family Office

Profiles Family Office is available to serve the needs of busy individuals and families. It provides:

- Coordination of all aspects of clients financial life

- Integration with the legal, accounting, and other advisors

- Oversight of charitable donations and philanthropic contributions

- Investment services

- Financial planning services

- Succession planning

- Household management and other needs

Client Base

Profile serves retirees, inheritors, olim (immigrants to Israel), divorcees, professionals, widow/widowers, dual citizens, and more.

Customer Support

If clients have any questions or concerns, please call (02) 624-2788 / (888) 327-6179 (Tollfree from USA) or email info@profile-financial.com for consultation.