What We Do

Profile Investment Services provides customized solutions through a combination of comprehensive financial planning and investment services. We also offer a full range of Family Office services, including oversight of philanthropic contributions, succession, and estate planning.

Financial Planning

A financial plan helps you see the big picture of your finances. When you have a strategy, it’s easier to make financial decisions, stay on track, and monitor progress. Your financial plan organizes your future. We include information that you supply us from your accountant, lawyer, and insurance agent in order to integrate tax, legal, and insurance solutions in financial, estate, and investment planning.

Investment Services

We help you find investment vehicles that match your financial objectives. As an independent investment management firm, we will consider a wide range of choices, including institutional portfolio management services, indexed mutual funds, and exchange traded funds (ETFs), and a diversified account that includes mutual funds, FDIC insured bank deposits (CDs), stocks, and bonds. We also provide account reviews and financial education services.

Account Types

There are many types of investment accounts. Depending on your particular situation, one type of U.S. based brokerage account may be more appropriate for you than another. Click here to see the list of account types that can be opened.


We coordinate your investments and other aspects of your busy life through our Family Office service, which is available to perform any type of concierge services. We specialize in oversight of charitable donations, and we also work with you on succession and estate planning.