Plan with Care. Invest Strategically.

Profile Investment Services Ltd. provides financial planning and guidance, to help you meet your financial goals.
As the oldest financial planning firm in Jerusalem, licensed both in Israel and America, we focus on client education, helping people understand their personal situation in order to make responsible financial choices. Call us at (02) 624-2788 if you have questions about handling your portfolios out of Israel to learn how we can help you plan for your future.
For those who have met a lifecycle event (such as receiving an inheritance, selling a property, retiring, dealing with divorce) or if your current company will no longer service your account, or if you just want to plan for a secure future, we create sensible financial strategies.

You benefit from:
  • Comprehensive financial planning
  • U.S.-based brokerage accounts with mutual funds, stocks, bonds, and FDIC-insured bank deposits (CDs), and checking and debit card services - Securities offered through Portfolio Resources Group, Inc., member of FINRA, SIPC, MSRB, FSI.  Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Portfolio Resources Group, Inc. specializes in maintaining investment accounts for people who live outside the United States.
  • Advice on setting up investment accounts, retirement accounts (IRAs), and asset allocation
  • Coordination with other professionals (investment advisors, accountants, lawyers) to create estate plans and efficient tax management strategies
  • Clear explanations and education related to investment terminology and brokerage statements

U.S investment services are provided by Portfolio Resources Group, Inc., which specializes in handling investments for people who live outside the United States.
We take pride in our customized and professional service, and in our commitment to security and confidentiality.
Contact us to begin a conversation about your future.

Securities offered through Portfolio Resources Group, Inc., member of FINRA, SIPC, MSRB, FSI. Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation.
Portfolio Resources Group  GoldsteinonGelt   Profile Perspectives

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