PRO Portfolios

Professionally Managed Portfolios

A Note About Our Portfolios

The Pro Advisory Portfolios are professionally managed exclusively by Brockman Capital Management. Each portfolio offers a specific investing style, objective and risk tolerance, designed to fit the individual preferences and life stages of investors. Our clients can choose from the managed portfolios that best fit their core investing style and retirement goals, or choose a combination of all. We build and manage these portfolios in-house with no proprietary funds or conflicts of interest, not available anywhere else - offered only to clients of our investment firm.

IndexPRO

An asset allocation advisory portfolio

Index PRO is built with a distinct balance of risk and potential return based on various risk tolerances. The more aggressive portfolios focus on long-term growth, while the more conservative portfolios emphasize current income and capital preservation. Index allocations reflect the global diversification and discipline central to successful investing and holdings are custom-tailored to fit each client's risk tolerance. This portfolio is professionally managed, rebalanced quarterly and trades are commission free.

StockPRO

An active stock advisory portfolio

The Stock PRO Advisory Portfolio is an active portfolio of individual stocks that are chosen based on both fundamental and technical analysis, in a broad range of sectors. Stocks that demonstrate high growth potential and priced at a good value give this portfolio a focused composition of market leaders. Stock PRO fits an investor who enjoys owning individual stocks and prefers a portfolio to be actively managed with the goal of higher growth. Holdings are rebalanced as market conditions change.

OptionsPRO

An options Trading advisory portfolio

The Options PRO Advisory Portfolio is an active trading portfolio of stock, ETF and index options. The portfolio seeks high growth from a variety of strategies, including calls, puts, LEAPS, credit and debit spreads, iron condors, calendar and diagonal spreads, and others. Due to the high volatility of options, they are not right for every investor. There is a monthly subscription fee to participate in the options portfolio and other minimums and approvals are required.