Profile Investment Services, Ltd. Profile Investment Services specializes in working with people living in Israel who keep their investment accounts in the United States.

The services we provide include:
Establishment of U.S. brokerage accounts in which clients can buy stocks, bonds, mutual funds (U.S. and offshore funds), unit trusts, bank certificates of deposit (CDs), etc.
Unlimited check writing privileges and Visa or American Express Cards available
Professional and knowledgeable assistance in creating personalized financial plans
Coordination with clients' other advisors, including accountants, lawyers, and insurance agents in order to integrate tax, legal, and insurance solutions into appropriate financial and estate plans and investment goals
Information and analysis relating to different investment choices (Clients get easy access to view their accounts online. Click HERE for a sample of the client accessible website.)
Managed money accounts. These exclusive accounts give clients access to some of the world's most respected and sought-after investment professionals both in the U.S. and overseas. This service is available to clients with accounts of $100K+.
Review of investments, and making regular updates as clients' personal situations change
Explanation of investments, statements, and related paperwork
Educational seminars on financial practices
Unlimited phone support, and two to four consultations annually to review investment portfolio and financial plans.

Securities offered through Portfolio Resources Group, Inc. (www.prginc.net), member FINRA (formerly NASD), SIPC, MSRB, NFA, SIFMA. Accounts are carried by National Financial Services, LLC., Member NYSE/SIPC, a Fidelity Investments Company.