Plan with Care. Invest Strategically.
Profile Investment Services Ltd. provides comprehensive financial planning and investment services to people who live in Israel and want U.S. investment accounts.
As the oldest financial planning firm in Jerusalem, licensed both in Israel and America, our expertise in global investments helps you develop financial strategies to meet your goals. For those who have met a lifecycle event (such as receiving an inheritance, selling a property, retiring, dealing with divorce) or just want to plan for a secure future, we create sensible financial plans and international portfolios.
You benefit from:
- Comprehensive financial planning
- U.S.-based brokerage accounts with mutual funds, stocks, and bonds, and checking and debit card services
- Global portfolios
- Money managers and wealth management
- FDIC-insured bank deposits (CDs)
- Account evaluation and coordination with other professionals to create estate plans and efficient tax management strategies
- Clear explanations of investments, statements, and financial plans
- Family Office availability
We take pride in our customized and professional service, and in our commitment to security and confidentiality.
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.