What We Do

Profile Investment Services, Ltd. provides customized solutions through comprehensive financial planning and related financial and administrative 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 focus on financial education, helping clients understand the various investment vehicles available to them.  We use an "asset allocation" approach so that clients can determine how to properly diversify their portfolio, and we assist people in opening up and maintaining U.S.-based brokerage and IRAs (Individual Retirement Accounts). All accounts are held, and trading is done through U.S broker-dealer, Portfolio Resources Group, Inc.  As a PRG client, you have access to a variety of investments and services, such as:
 
  • U.S.-based brokerage and IRA accounts
  • Stocks, bonds, mutual funds, and ETFs
  • FDIC-insured bank deposits (CDs)
  • Institutional portfolio management services
  • Checking account and Visa debit card

Account Types Handled at Portfolio Resources Group, Inc. 

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 many types of concierge services. We specialize in oversight of charitable donations, and we also work with you on succession and estate planning.