We can help you buy and sell stocks, bonds, mutual funds, Exchange Traded Funds (ETFs), banks deposits (FDIC insured Certificates of Deposit “CDs”), and other investment vehicles you need to meet your goals. Please contact the office (02-624-2788) to discuss a portfolio designed to meet your goals and needs…. Read more
Who watches my account?
This video was created before July 2019. In July 2019 Doug changed his Israeli license from an investment advisor to an investment marketer. He remains licensed in the United States as an investment advisor and Certified Financial Planner™ Professional…. Read more
What questions do people ask about investments?
Will I receive a yearly tax statement to give to my accountant to file my taxes?
Yes, the clearing firm provides all documents that American law requires in order to assist you in filing your American returns…. Read more
Can I choose a paperless option for my account?
Yes. You can select your e-delivery preferences to suit your needs. You can choose to get some or all mail via e-mail, or select to get communications via regular mail. For enhanced security purposes, given the growing problem of identity theft worldwide, we strongly recommend secure electronic delivery system which is provided by our clearing firm,… Read more
Can I view my accounts via the web?
Yes. Clients of Portfolio Resources Group, Inc., have 24/7 access to view accounts. Review your positions, activities, projected cash, Visa and check transactions, statements, tax documents (i.e., 1099’s), and much, much more…. Read more
Who is your typical client?
We work with people who want to have a secure financial future. This includes retirees, people who have inherited money or who are beneficiaries of trusts, immigrants to Israel, divorcees, widows and more. Click here to learn more about the types of clients we help. If you don’t recognize yourself on the list,… Read more
What types of accounts can I open?
We can help you open any type of investment account that you need. Typical account types include individual accounts, joint accounts, corporate and trust accounts, and Individual Retirement Accounts (including beneficiary/deceased IRAs, traditional and Roth IRAs, as well as SEP, Keogh, and others). Here’s a list of account types…. Read more
What exactly does your company do?
We open U.S. investment (brokerage) accounts for people who live outside of America.
We help folks like you create financial and retirement plans, and then we assist in opening and maintaining U.S. brokerage accounts at Portfolio Resources Group, Inc., a U.S. brokerage firm which specializes in helping people who live outside the United States…. Read more