PRODUCT DISTRIBUTION
ProForza offers a unique approach to investment with a focus on unbiased index-like diversification through individual stocks and exchange-traded products. Our systematic, mathematical process enhanced rebalancing enables ARBi-based product portfolios to deliver both long-only and long/short equity exposure across various sizes, styles, sectors, and themes. Designed as a portfolio enhancement tool, our products help individual and institutional investors diversify their portfolios with a distinct alternative flavor. Experience the difference with ProForza and elevate your investment strategy today.
Limited Partnership
All products offered by ProForza are available on a sub-advised based into limited partnerships (aka "hedge funds") but we do not currently offer direct investment into a limited partnership.
Managed Account
All products are available for direct investment into a managed account at various clearing houses and custodians. Institution allocators have the option to have our products available to their existing custodians like Schwab, Fidelity, and TD Ameritrade via our affiliation with other registered investment advisors. Or, with our custodian, Interactive Brokers with account minimum of $100,000, online account opening available upon request.
Sub-Advisory
ProForza products are available via sub-advisory directly into your mutual fund, limited partnership, separately managed account, and exchange traded structures. Our automated trading systems are tied via API connections directly to your execution and clearing account. Terms and conditions vary based on each request. Contact us for more information or a short introductory call.
Suitability
ProForza products are available for suitability analysis on vaious fintech toolsets that can help the institutional and retail client determine the right portfolio mix to meet their needs. Their tools all demonstrate the significant improvement in performance that can be attained by including ARBi products in your existing portfolio allocation. We can help you understand more about your investment interests and help you make the right choices using these tools or your own, contact us to learn more.