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.