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.
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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.
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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:
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*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 Blockstart Research 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.
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.
You can reach us via email at investor.relations@proflexfinance.com or call us at +1 (302) 281-4715.
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