A complete list of active advisors currently associated with Proforza Advisors LLC

Warmer can help you find a great advisor at Proforza Advisors LLC or one who fits your needs even better.

ProForza Advisors LLC provides fee-based investment management primarily to institutional clients — including corporate and public pension funds, university and foundation endowments — and to high net worth individuals through its proprietary ARBi product line. Products are delivered via separately managed accounts, sub‑advisor agreements, or licensing arrangements under written contracts, and the firm reports roughly $8.4 million in discretionary assets under management. The firm’s Active Risk‑Based investing (ARBi) methodology is systematic and quantitative, using pre‑programmed algorithms that analyze price data to construct and actively rebalance baskets of liquid ETFs and individual stocks with limited human intervention. ARBi strategies can employ short sales and margin, generate relatively high portfolio turnover, and are implemented through third‑party brokers (Interactive Brokers is an example); fee arrangements may include asset‑based and performance‑based components subject to high‑water marks and a 90‑day measurement period. A few features set ProForza apart from many peers: it expressly licenses its product risk‑weighting to other managers and acts as a sub‑advisor on a selective basis, and it permits the sale or recommendation of other financial products by supervised persons through unaffiliated brokers. The firm also uses borrowing/leverage in separately managed accounts (clients can authorize substantial exposure, e.g., 200% of AUM) and may, by exception, accept smaller retail or non‑HNW accounts despite its typical institutional focus.

To learn more about the advisors currently working at Proforza Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.