Investment Services

Making Your Money Work for You

 
At Profile, we believe in flexibility. We consider a wide range of investments before suggesting the portfolio we feel is best suited to your individual financial objectives.

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

 

  • Institutional portfolio management services
  • Stocks, bonds, mutual funds, and ETFs
  • FDIC-insured bank deposits (CDs)
  • Checking account and Visa debit card

Two important aspects of our investment management services are regular account review and financial education. Our primary commitment is to help you achieve long-term financial success.

Clients may give trading orders during Israeli business hours or call the U.S. trading desk directly.