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 Active Index Fund Portfolio
The Index PRO advisory portfolio is an actively traded group of index funds that are poised to outperform the market. Funds are chosen based on exposure to a specific idea: innovative technology, all-market, growth/value sectors or budding industries. Investors who prefer to own a diversified group of stocks in a basket, rather than individual names will like the active and tactical nature of Index PRO. Holding are rebalanced as economic and business trends emerge.
StockPRO
An active stock 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
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.
