Proflex Finance offers discretionary portfolio management services tailored to each client's goals, time horizon, and risk tolerance. Proflex Finance creates a personalized Investment Policy Statement for every client and builds strategies using equities, exchange-traded funds, commodities, and options overlays. The firm provides two main investment strategies: a diversified high-performance options strategy and a niche income-focused strategy for high-net-worth or accredited clients. Additionally, Proflex Finance manages private investment funds. The firm's investment approach utilizes fundamental, technical, quantitative, and charting analysis, while incorporating various trading techniques such as short sales, margin transactions, and options trading.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum fee is up to 3.00% for diversified portfolios and private funds, and up to 5.00% for the Income+ Options Overlay portfolio. Fees are generally negotiable.