PROFORZA ADVISORS LLC

Overview

Proforza Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients with portfolio management and financial planning. The firm bills on a percentage-of-AUM fee schedule and describes its advisory scope as portfolio management for individuals, small businesses and institutions alongside financial planning. It is not positioned as a multi-state adviser or pension consultant and does not identify as a capital allocator. Investment activity centers on publicly traded equities held in separately managed account structures; the firm’s ADV identifies a clear preference for exchange-traded equities as the primary vehicle for client portfolios. In addition to liquid equity exposure, the firm allocates to alternative credit and private-market strategies — including hedge funds, private placements and collateralized debt — for clients who qualify and where those strategies complement core equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices