I just received an inheritance and I’m afraid of losing it.How should I invest my lump sum?
I made aliya.I’ve heard that I should keep my money in America, but I want to be able to use it in Israel. Should I move my savings to Israel?
Why do I need to invest?Won’t my retirement savings plan through work be enough?
How do I manage my IRA or 401(k) and plan for retirement from Israel?
How do I know which stocks, bonds or mutual funds are the best ones to buy?
Meet Profile Investment Services, Ltd.
Who We Are
Profile Investment Services, Ltd. is a Jerusalem-based financial services firm that specializes in working with people living in Israel who want American investment accounts.
We are licensed financial advisors with expertise in cross-border financial matters. Our team provides financial and retirement planning, consulting, and investment-related services.
We work like any American brokerage firm, but our office is in Jerusalem.
Douglas Goldstein (founder and director) is licensed in the United States and accredited by the Israeli Securities Authority (ISA) as a licensed Israeli advisor.
Doug began his career on Wall Street in 1992 at Dean Witter. After developing a thriving practice in New York, he moved to Israel with his family. A third generation investment professional, Doug puts his clients’ best interests first and helps them realize their financial goals.
What We Do
Financial decisions can be complicated, especially when you have to deal with the rules, regulations, dual currencies, and changing market conditions of both the U.S. and Israel. These matters have to be resolved strategically by professionals with the necessary familiarity, experience, and know-how.
That’s where we come in.
- We assess your current situation to create a customized investment plan, and modify it based on market conditions to help you achieve your financial goals.
- We open and maintain U.S. brokerage accounts, and help you make informed, data-driven, and tactical decisions so that you can invest in a wide variety of securities (stocks, bonds, mutual funds, CDs and ETFs).
- We provide portfolio management services for individuals and institutions.
- We help you create retirement plans.
Are you ready to get your finances on track?
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