Personalized, expert-led managed accounts designed to pursue above-market returns with a focus on capital preservation.
Our alpha-driven strategy vs the S&P 500 benchmark. We target critical entry points in emerging sectors.
*Proflex began actively investing client assets on March 31, 2025. Performance comparison with the S&P 500 is based on returns from that date through December 31, using a common starting point for both.
Loading...
Loading...
Discover how Proflex Managed Accounts work. Learn about our investment approach, account setup process, and how we help you pursue your financial goals with transparency and expertise.
GET STARTED TODAY
EXPLAINER VIDEO
Understanding Managed Accounts
A personalized investment portfolio overseen by Proflex Finance LLC. Your assets remain in your own brokerage account, with full transparency and control.
Customized growth strategies for personal wealth.
IRAs and Roth IRAs optimized for long-term compounding.
We support a wide variety of account types through our custodian, Charles Schwab. You can open one of the following:
Loading subtitle...
*Proflex began actively investing client assets on March 31, 2025. Performance comparison with the S&P 500 is based on returns from that date through December 31, using a common starting point for both.
Proflex Finance LLC is a Registered Investment Advisor (RIA). All investment strategies involve risk, including the potential loss of principal. Past performance is not indicative of future results. Nothing on this website should be construed as a solicitation or offer to buy or sell any security. Investment decisions should be based on individual goals, risk tolerance, and financial circumstances.
Powered by proprietary, precision-engineered models to uncover undervalued equities and seize mispriced opportunities.
Built on a suite of investment research from 100+ analysts through Proflex Finance Ecosystem.
Actively targets critical entry points in emerging sectors and employs derivatives to enhance potential returns.
Optimizing returns through strategic tax management and harvesting opportunities when appropriate.
Enter your email and we'll reach out to schedule a free 30-minute strategy call.
Opening an account is free and simple:
Once funded, you will be fully set up with Proflex Finance Managed Account.
We strongly prefer opening a fresh, separate account for execution clarity and accurate performance tracking. This ensures clean separation for our trading strategies.
View Schwab Transfer Guide →Risk Profile: New accounts begin with a moderate risk profile.
Hedging: Strategies are actively hedged but do not eliminate risk.
Volatility: Drawdowns are normal. Our goal is to outperform over a full market cycle (3-5 years).
Absolutely. During onboarding, declare your restrictions (e.g., holding periods, restricted lists), and we will customize your portfolio to comply.
Yes. Your assets remain in your own Schwab account with full liquidity. You can deposit or withdraw at any time—there are no lock-up periods.
Understanding tax implications is crucial. We have a specific video guide regarding IRAs and tax-advantaged accounts.
We support Individual Brokerage accounts, Traditional IRAs, Roth IRAs, and Rollover IRAs. All accounts are custodied at Charles Schwab.
Our strategies use options spreads and complex positions that may appear unusual when viewed individually. Focus on your total account value and overall performance rather than individual positions.
Our strategy utilizes options and option spreads, which generally require margin approval and margin account functionality at the custodian. Margin is primarily used to facilitate the execution, settlement, and risk management of option positions.
Our investment approach is structured so that account assets, cash balances, and portfolio holdings support the option positions being maintained. As a result, the strategy is not intended to rely on margin borrowing as a source of investment leverage.
Our strategies are focused on maximizing returns rather than minimizing taxes. We believe that above-market returns over the long term outweigh the benefits of tax minimization strategies. Watch our short video on this topic:
We are tilted toward the highest-reward trade at any given time. Our allocation decisions are driven by macro research, technical levels, and individual trade setups — we follow the opportunity, not a fixed sector mandate.
While we do invest in broader market indexes such as the S&P 500 when the setup is favorable, broad market exposure is not our primary focus. We concentrate capital where we see the most asymmetric risk-reward.
You can reach us via email at investor.relations@proflexfinance.com or call us at +1 (302) 281-4715.
Fill out the form to schedule a no-obligation consultation.
Whether you're just starting or ready for advanced strategies, we have the right solution for you.
Weekly market insights, strategic analysis, and investment ideas delivered to your inbox. Perfect for staying informed.
Join our premium community for live analysis, real-time alerts, exclusive research, and direct access to our investment team.
Unlock liquidity from concentrated equity positions without selling. Tax-efficient SPV strategies for founders and executives.