Proven Results

1.86x

Market Outperformance

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.

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.

Performance Since Inception

43.84% * ↗

Net of Fees (2025 Performance)

Assets Under Management

$19.80M

As of Dec 31, 2025

Registered Investment Advisor

CRD# 334262 | View Form ADV

02

Methodology

Diffuse Uncertainty. Cut Through Noise.

Markets are no longer easy. This session is designed to help investors think clearly about what actually works when tailwinds fade — across equities, geopolitics, commodities, crypto, and income strategies.

1. Analyze Structure

Identify market regime without emotion.

2. Define Risk

Know the cost before seeking the profit.

3. Allocate Defensively

Use hedging and fixed income tools.

4. Execute Calmly

Follow the plan when others panic.

03

Community

Can't make it?

Join our community of like-minded investors & Bay Area engineers

Join Our Investor Community

04

Agenda

What We'll Cover

No hype, no predictions for prediction's sake. Just frameworks, context, and how we're positioning through it.

Live Session

Thursday, March 06, 2026

Online · All Registered Attendees

From Bull to K-Shape

The last 3 years were one of the strongest S&P 500 runs in history. Why 2026 is likely to be tougher — and what that means for portfolio construction.

Geopolitics & Policy Risk

China–US dynamics, Iran & Venezuela energy geopolitics, mid-term elections, and how policy expectations impact risk assets.

Commodities & Real Assets

We're deep into a commodity upcycle. Where supply constraints still matter and how institutions think about the next phase.

Crypto & Digital Assets

Positioning in crypto markets when easy gains are over. What actually works in a selective environment.

Income Strategies

Fixed-income and yield strategies. Introducing Proflex Embark for capital preservation.

Live Q&A Session

Direct access to ask your specific portfolio questions. Submit live or anonymously — every question gets a framework-driven answer.

05

Reviews

Client Insights

Hear from Silicon Valley executives and engineers who have transformed their trading with Proflex.

Event Overview

What to Expect

Client Stories

Real Results

06

FAQ

Common Questions

What's the theme for 2026?

Investing When Markets Are No Longer Easy. We'll cover what works when tailwinds fade — selective, volatile, unforgiving conditions across equities, geopolitics, commodities, crypto, and income strategies.

Will there be a recording?

Registered attendees receive access to the full session replay within 48 hours. Live attendance is strongly recommended — the Q&A is unscripted and not replicated in the recording.

Do I need to be an expert trader?

No. We focus on frameworks and context. The principles apply whether you're an active trader or a passive investor looking to navigate uncertainty.

What is Proflex Embark?

Embark is our specialized fixed-income strategy designed to provide stable yield and capital preservation. We'll introduce it as a solution for safety-focused investors.

07

Register

March 06, 2026 · Live Online

Navigate Markets With Confidence.

Strategy, Discipline & Real Returns. Join us for high-signal discussion — no hype, just frameworks and positioning.

Not sure you can attend live or still on the fence? Get occasional, framework‑based updates in our private WhatsApp group instead.