Profit Strategies, Inc.

Overview

Profit Strategies, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its primary fee model is a percentage-of-assets-under-management. Beyond advisory work, the firm is engaged in related financial services — it is registered as an insurance broker and lists accounting and other financial product sales among its business activities. The firm's ADV identifies portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services among its advisory activities. The filing does not characterize the firm as an active ESG investor and indicates it is not a multistate or newly formed adviser.

Assets & Accounts

Investments & Alternatives