Privacy Policy
Your privacy is very important to us. At Profile, we understand the importance of client confidentiality. This Privacy Policy explains how Profile Investment Services, Ltd. (“Profile,” “we,” or “us”) collects, uses, discloses, and safeguards and protects your personal information including (but not limited to) data submitted on this website.
By using this website or by submitting information through forms, you agree to the practices described in this Privacy Policy.
Information collected
We collect personal information in lawful ways. The information we collect may include:
- Name, email address, phone number, and other contact details submitted through contact forms or scheduling tools
- Financial or suitability-related information provided when requesting an introductory evaluation
- Communications including emails and messages submitted through the website
- Technical information such as IP address, browser type, device information, pages visited. Cookies are enabled on the site.,
Providing personal information is voluntary. However, certain information is required in order for us to respond to inquiries or provide services.
How we use your data
We use the information you provide to:
- Respond to inquiries and messages
- Provide financial and retirement planning, consulting, and investment-related services.
- Maintain records related to communication
- Meet legal, regulatory, and compliance obligations
- Operate and improve our website, services, and communications
- Send informational or service-related emails, which you may unsubscribe from at any time
Emails may be sent from Profile Investment Services, Ltd. or related platforms or brands operated by us, including Goldstein on Gelt.
Call recording and AI-Assisted Analysis
Phone calls and online meetings may be recorded for compliance, quality assurance, training, and internal review purposes.
We also use automated and AI-assisted tools to analyze communications and interactions for internal operational, compliance, and service improvement purposes. These tools support internal review and do not replace professional human judgment. They do not make automated decisions that produce legal or similarly significant effects on individuals.
Data storage and security
Personal information is stored using secure systems and service providers that support website and corporate operations and communications, including customer relationship management and email communication platforms. Some information may be stored or processed outside Israel, including in the United States, subject to appropriate safeguards.
We protect personal information using reasonable security measures against loss, theft, unauthorized access, disclosure, copying, use, or modification. No system is completely secure, and absolute security cannot be guaranteed.
Access to personal information is limited to Profile Investment Services, Ltd., its employees, and authorized service providers, and to Douglas Goldstein, who is responsible for the database, solely for purposes consistent with this Privacy Policy.
Sharing information
We do not sell personal information.
We may share personal information as necessary with:
- Service providers that support website hosting, email delivery, analytics, communications, and operations
- Professional advisors and compliance partners
- Regulatory or governmental authorities where required by law
All parties receiving information are required to protect it and use it only for authorized purposes.
Cookies and analytics
This website uses cookies and similar technologies to understand how visitors use the site.
Google Analytics
These cookies allow us to analyze website activity, including page views, traffic sources, and time spent on the website. The information collected is aggregated and does not identify individuals. This helps us improve website performance while protecting your privacy. Read Google’s policies and opt-out options here.
Remarketing / Retargeting
This website may use remarketing cookies to display relevant advertisements based on pages you visited. These cookies do not identify you personally or give us access to your computer. They indicate that a visitor viewed a specific page so relevant ads may be shown later.
You may manage or disable cookies through your browser settings. Disabling cookies may affect website functionality.
You may review Google’s policies and opt-out options here.
To read the policies of AdRoll and to opt out, click here.
Data retention
We retain information as described in this policy to meet legal, regulatory, and operational requirements. In accordance with Israeli law and regulatory requirements, certain records related will be retained in our secure archives after the conclusion of our professional relationship. In some cases, this information may be retained for longer than seven years, for legal, regulatory, compliance, and record-keeping purposes.
Your rights
Under the Israeli Privacy Protection Law, including Amendment No. 13, you have the right to:
- Review personal information we hold about you
- Request correction or updating of inaccurate information
- Request deletion of personal information where legally permitted
- Withdraw consent where processing is based on consent
Requests may be submitted by emailing batsheva@profile-financial.com. We may need to verify your identity before responding.
Governing law
This Privacy Policy is governed by the laws of the State of Israel.
We may update this policy from time to time. The most current version will always be available on this website, with the effective date clearly stated. This page was updated on January 30, 2026.
Contact Information
Profile Investment Services, Ltd. is the data controller for personal information collected through this website.
For questions or requests related to privacy or data protection, contact: batsheva@profile-financial.com
Additional information about privacy rights under Israeli law is available from the Israeli Privacy Protection Authority at:
https://www.gov.il/he/Departments/the_privacy_protection_authority