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Rates Dropping.
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Proven Performance

A 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).

Proflex Managed Accounts (RIA)

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.

Newsletter Model Portfolios

Growth Gazette

Portfolio YTD59.02%
S&P 500 YTD14.05%
Delivered 4.2x the S&P 500

Income Insider

Portfolio YTD17.68%
AGG YTD6.27%
Delivered 2.8x the AGG

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.

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"Bitcoin can be super tricky, Proflex's tips have made trading so much easier for me. Their analysis is spot on—they call out the perfect levels to get in and out of trades. If you're into volatile assets like Bitcoin but find it a bit overwhelming, this is a no-brainer!"