Proficio Capital Partners LLC

Proficio Capital Partners provides discretionary portfolio management and investment oversight primarily for high‑net‑worth individuals and families, along with select institutional clients, foundations, and businesses. The firm also serves other investment advisers as a sub‑advisor and offers sub‑advisory services to privately placed and insurance‑dedicated funds while sponsoring and administering private pooled investment vehicles.

Investment approaches are anchored to CIO‑developed core investment portfolios offered in conservative, growth, aggressive, and client‑customized variants, with portfolio managers executing tactical adjustments based on quantitative analytics, fundamental research and macro analysis. Proficio routinely tailors allocations to clients’ tax situations and non‑investment assets, and may implement derivatives, structured notes, customized hedges, or illiquid investments (including private equity, hedge funds and Opportunity Zone vehicles) when appropriate.

Several aspects of Proficio’s business are less common among peer multi‑team advisers: it accepts other advisers as clients in sub‑advisory relationships, acts as general partner/managing member of private funds and pooled vehicles, and employs performance‑based fee arrangements for certain fund share classes and private fund investors. The firm also requires partner or family co‑investment in many core portfolio holdings and private vehicles, focuses on HNW clientele with a relatively high account threshold, and discloses compliance processes intended to manage the conflicts that arise from these arrangements.