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January 16, 2017 / 18 Tevet, 5777
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The Easy Guide to SMA


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On this week’s Goldstein on Gelt podcast, Doug meets John O’ Connor, president and chief investment officer of 3-D Asset Management. Find out what a separately managed account (SMA) is and how it helps investors diversify their portfolios. Learn more about this method of money management on your favorite weekly personal finance show.

Doug Goldstein, CFP®

About the Author: Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com

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