Unlock Your Portfolio's Potential

Opening an account is free and simple:

Once your account is funded, you will be fully set up with Proflex Finance Managed Account.

While our custodian is Charles Schwab, we strongly prefer opening a fresh, separate account for our clients for several key reasons:

• Clean Execution: A dedicated account ensures a clean, hands-off environment for our trading strategies, preventing any accidental interference.
• Accurate Tracking: It allows for clean, unambiguous fee and performance tracking, which is essential for accurate reporting.
• Compliance & Fairness: This separation helps us meet regulatory requirements and ensures we can treat all client accounts equitably.

It's important to have clear expectations regarding performance:

• Risk Profile: All new accounts begin with a moderate risk profile that aligns with our firm's average returns. This profile can be customized during your onboarding call.
• Hedging: Our strategies are actively hedged to optimize for risk-adjusted returns, but this does not eliminate risk.
• Volatility is Normal: Market drawdowns are an expected part of investing, and short-term performance can be volatile. We do not provide performance guarantees.
• Long-Term Goal: Our primary objective is to outperform the market over a full market cycle (typically 3-5 years), not in every short-term period.

Absolutely. We are equipped to handle client-specific compliance needs.

• During the onboarding process, you must declare any trading restrictions imposed by your employer (e.g., holding periods, restricted stock lists).
• We can then customize your portfolio to fully respect and comply with those restrictions.
• If your restrictions are highly complex, we may redirect you to other suitable products like our Income Plus or Embark funds, which may be a better fit.

Understanding the tax implications of managed accounts is crucial. We've created a short video to explain the common misconceptions, especially concerning IRAs and other tax-advantaged accounts.

We support a wide variety of account types through our custodian, Charles Schwab. You can open one of the following:

This is completely normal. We employ sophisticated multi-leg options strategies. The individual legs of a strategy may show unrealized gains or losses that can seem confusing or alarming in isolation.

Bottom Line: Please focus on your total account value for accurate performance tracking. The individual option P&L is part of a larger strategic framework.

You can reach our support team via:

Or simply fill out the contact form on this page.