Market at All-Time Highs.
Rates Dropping.
Uncertainty Rules.
Your Edge Is How You Execute — Not What You Pick.
An exclusive full-day event for mastering disciplined market execution.
Secure Your Spot TodayMarket at All-Time Highs.
Rates Dropping.
Uncertainty Rules.
Your Edge Is How You Execute — Not What You Pick.
An exclusive full-day event for mastering disciplined market execution.
Secure Your Spot TodayA track record of delivering asymmetric, market-beating returns across our investment solutions.
Performance data is as of September 28, 2025. RIA performance is calculated since inception (March 31, 2025), while Newsletter Model Portfolio performance is Year-to-Date (YTD).
Since Inception, Time-Weighted Return
52.57%
Performance vs S&P 500
2.9x
Assets Under Management
$12.87 Mn
Performance reflects the firm-level results of the Proflex Managed Accounts program, calculated on a time-weighted basis. Returns are presented net of management fees and expenses. The S&P 500 Total Return Index returned 18.28% over the same period. Individual client account results may differ based on timing of cash flows, specific account restrictions, or fee arrangements. AUM represents diversified portfolio investment SMA accounts; excludes single-asset strategies (e.g., yield products) and institutional sub-accounts.
Model portfolio returns are hypothetical and for educational purposes only. They do not represent actual client accounts or trading. Results are not guaranteed and will differ if implemented. Not investment advice.