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.
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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.
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Returns are presented following California RIA truth-in-advertising guidelines.
See why Silicon Valley executives and engineers are switching to Proflex Managed Accounts. We don't just manage money; we build financial resilience.
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Proflex Client Experience
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.
Understanding tax implications is crucial. We have a specific video guide regarding IRAs and tax-advantaged accounts.
Fill out the form to schedule a no-obligation consultation.
