PRG partnership

In finance, the right partnerships are key to success, especially when managing U.S. investments from Israel. At Profile Investment Services, Ltd., our 20+ year collaboration with Portfolio Resources Group, Inc. (PRG) has been pivotal. Our shared commitment to supporting Israel was highlighted recently when PRG proudly joined in sponsoring the American Friends of the Israel Defense Forces, reflecting the depth of our alliance. Take a look at the banner ad they displayed to show their unapologetic support for Israel.

Strengthening Israel-US Financial Ties: How PRG’s Sponsorship Highlights Shared Values

Our partnership with PRG isn’t just professional; it’s a cornerstone of our mission to provide top-notch service for those handling U.S. brokerage and IRA accounts in Israel. This connection is vital in navigating the complexities of cross-border finance with ease and confidence. Given the growing trend of major U.S. brokerage firms to exit service to many clients overseas, it is good to have partners with a solid commitment to service both native born and expats living in Israel.

Building Financial Bridges: The Impact of Profile and PRG’s Deep-rooted Partnership

Discover the strength of all Profile’s partnerships and how they can benefit you by watching a quick video about Profile’s approach.

See the difference our relationship that great relationships make.

Achieving Your Financial Goals: Start with a Free Cross-Border Financial Evaluation

Ready to partner with us for your U.S. investment strategy? Sign up for a free Cross-Border Financial Evaluation. We’ll learn about your situation and determine how we can help you achieve financial success.

Douglas Goldstein, CFP®, GFP®, is the director of Profile Investment Services, Ltd. He is a licensed financial professional both in the U.S. and Israel. Call (02) 624-2788 for a consultation on how to set up your American assets to meet your financial goals. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Published February 21, 2024.

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